You can easily create a Private Client Note or select an existing Client Note to make Private.
A Private Client Note is only visible to you, and no one else can see it.
A Public Client Note is visible to your entire team (not the actual public).
Note: a Note Linking Tag can only be used once per Client, so if someone else on your team cannot see your Private Note they may attempt to add the same Note Linking Tag.
To make a NEW Client Note that is Private, go to the Notes page and click on Add Note on top.
To make an EXISTING Client Note Private, you can sort your notes to view all your Client Notes by Topics.
or by Client Search using the Client Column.
Clicking on a Note from the notes list will open a Details Tile. From here, you can automatically edit the note.
Set the note to private from the left panel options of the note.
Once you're done, close the note and your changes should be saved automatically.