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For adding client specific information to your tasks

Overview: Client Notes

For adding a Topic to group your Client Notes together

For tags that link your notes to your tasks.

For searching your notes within a similar topic

For creating and adding specific notes for individual clients.

For removing no longer needed client notes from the system.

For making a note that your team can see, access and edit.

Store important client information and files

For when you want to create a note that no one else can see.

For searching and sorting through all the notes against one of your clients

For making client notes favourites and easy to find and filter

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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