Notes

A note is a short message your team leaves on a client. It helps everyone remember calls, promises, or problems. Notes show up in the Communication tab inside the Notes and messages area.

How to add a note

Open the client. Click Communication. Use the add option for a note (often in a menu). Type what happened. Save it.

Notes vs email

Notes are for your team. Outbound email to the customer is different. You may see both in the same timeline so nothing gets lost.

See also: Communication.

If you cannot add a note, ask your admin.