Adding Notes to Client

Notes, client

Riko Muttik avatar
Written by Riko Muttik
Updated over a week ago

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.

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