You can add notes on the client's profile. This can be any kind of important information that isn't already covered anywhere else on their page or just a simple reminder about something.

To add a note:

Find the Notes section in the top right corner of the Client's page, above the Contact Persons sections.



Click on 'Add'. This will open a text box. Type in the note and click 'Add'. The note should now show up in the section.

To delete a note, click on the little "x" in the top right corner of a note.

Next article

Back to Clients menu

Did this answer your question?