How to Manage Client Notes Efficiently
Improve your note management and customization
How to Manage Client Notes Efficiently
Keep your client insights organized and accessible with flexible layouts and priority pinning in three phases.
Phase 1: Customizing Your Notes View
Tailor the workspace to match your preferred style of reading and data entry.
Open Notes Hub: Click the Notes section from the main dashboard.
Change Layout: Click the Layout icon in the top right corner.
Select View: Choose between a List view for a narrative feel or a Tabular view for a structured, spreadsheet-style look.
Phase 2: Note Maintenance
Ensure your documentation stays accurate and relevant as client relationships evolve.
Edit Content: Click the Pencil icon on any note to update the text or details.
Remove Entries: Click the Trash icon to delete notes that are no longer necessary.
Phase 3: Prioritizing Key Insights
Ensure your most critical information is never more than a click away.
Pin Important Info: Click the Pin icon on a specific note to anchor it to the top of your list.
Review Priority Notes: Click the Pinned tab to see a dedicated list of your most important documentation.