Notes
Store important client information and files.
By Soraya and 1 other2 authors12 articles
- Overview: 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.
- Notes Version - History and RestoreA guide to tracking changes and restoring previous versions using Notes Version History
- How To: Add Note Link TagsFor tags that link your notes to your tasks.
- How To: View a Note by TopicFor searching your notes within a similar topic
- 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.