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