Notes

Notes let you keep track of actions or updates on a client account. You can add tags, search through notes, and see how many notes are linked to each item (like a client, invoice, quote, or task) at a glance. Notes are found under the Communication tab on the client account. 

The ability to add, edit, and remove notes is included within the user privileges system.

Each note shows who created it, including their name and profile picture, in the top-left corner. The date and time the note was added appear in the top-right corner.

You can search through notes using the search bar at the top right of the Notes section. You can search by the note’s content, the person who wrote it, or any tags added to the note.

By default, notes appear at the bottom of the client details page. If you’d rather see them in their own tab within the client record, you can change this in Settings > System Settings under the “General” tab.