Store important client information and files
By Soraya1 author14 articles
Overview: Client NotesFor adding client specific information to your tasks
Linking a Client Note to a TemplateFor linking notes to your tasks
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.
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 of your 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.