Client Notes

The Client Notes feature allows agency users to record, update, and manage internal notes for each client. Notes help teams keep track of conversations, updates, decisions, and client-specific context in one place. Notes are internal only and are never visible to the client.

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What You Can Do

• Add new notes for any client

• Edit existing notes

• Delete notes when no longer needed

• View all historical notes in a timeline format

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Who Can Use This

• Super Admin

• Admin

• Manager

(Team members and clients do not have access.)

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Why It Matters

• Keeps client context organized in one location

• Improves team alignment and workflow continuity

• Provides a history of key updates, decisions, and interactions

• Helps agencies maintain smooth client communication and project execution

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Where to Find It

1. Go to Clients from the left sidebar

2. Select a client

3. You will land on the Client Details page

4. Click the Notes tab at the top navigation panel

   

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How to Add a Note

1. Navigate to the Notes tab

2. Use the text editor labeled “Add a note.”

   
3. Type your note using the available formatting options

4. Click the send/submit arrow to save the note

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How to Edit a Note

1. In the Notes tab, locate the note you want to modify

2. Click the Edit (pencil icon) on the top-right of the note

3. Make your changes in the editor

4. Save the updated version

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How to Delete a Note

1. Locate the note you want to remove

2. Click the Delete (trash icon)

3. Confirm the deletion when prompted

   

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Additional Details

• Notes display the author and timestamp

• Notes are arranged from newest to oldest

• Only authorized agency roles can view or manage notes