Notes
Store important client information and files
By Soraya 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.