Notes
Store important client information and files
By AI Support and 2 others3 authors16 articles
- Overview: Client NotesFor adding client specific information to your tasks
- Notes Version - History and RestoreA guide to tracking changes and restoring previous versions using Notes Version History
- Setting Up Notes in XBertUnderstanding how notes function in XBert is key to using them effectively.
- How To: Add Note TopicsFor adding a Topic to group your Client Notes together.
- How To: Add Note Link TagsFor tags that link your notes to your tasks.
- Linking a Client Note to a TemplateFor linking notes to your tasks
- How To: View a Note by TopicFor searching your notes within a similar topic
- How To: Add a Note for a ClientFor creating and adding specific notes for individual clients.
- How To: Edit a NoteFor updating an existing Client Note.
- How To: Delete a NoteFor removing no longer needed client notes from the system.
- How To: Make Your Note PublicFor making a note that your team can see, access and edit.
- How To: Create a Task From a Client NoteFor making tasks from your Client Notes.
- How To: Make Your Note PrivateFor when you want to create a note that no one else can see.
- How To: View Notes by ClientFor searching and sorting through all the notes against one or multiple clients
- How To: Favourite a NoteFor making client notes favourites and easy to find and filter
- How To: Filter Client NotesFor filtering all your client notes.