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How To: Make Your Note Private

For searching and sorting through all the notes against one or multiple clients

How To: View Notes by Client

For making client notes favourites and easy to find and filter

How To: Favourite a Note

How To: Filter Client Notes

Soraya Brown

Notes FAQs

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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