# 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
