All CollectionsWorkflow FoundationsNotesNotesStore important client information and files.By Soraya and 2 others3 authors·4 articlesOverview: Client NotesSet up Note Topics and Note Link Tags, create a client note, and link it to a template so it appears on the client's tasks.How To: Find, Edit and Delete Client NotesFind a client note by topic, client or search, favourite it, edit it, or delete it.Notes Version - History and RestoreA guide to tracking changes and restoring previous versions using Notes Version HistoryHow To: Add Note Link TagsFor tags that link your notes to your tasks.
