This article walks you through adding, editing, and deleting internal notes on a client record. Use this when you want to leave context for your team.
Notes are internal-only. Notes are visible to anyone on your team who can see this client. They are not shared with the client and do not appear on rate confirmations, BOLs, or any external document.
The client must be assigned to you. If they don't appear on your Clients dashboard, see Checking client availability before requesting setup.
1. Open the client and go to the Notes tab
From the Clients dashboard, click into the client. At the top of the record, click the Notes tab. The total note count appears next to the tab name (e.g., Notes 3).
You'll see every note on the client, with the most recent at the top. Each note shows:
The author's name and avatar
The date and time the note was created
The note text
A ... menu on the right with edit and delete options
2. Add a new note
Click into the Add new note... field at the top of the Notes list. Type your note, then either press Enter or click the Add button to save (or click Cancel to discard).
Tip — what to put in a note: Anything someone else opening this client should know that doesn't fit elsewhere on the record.
Examples:
Billing quirks ("Send invoice updates every Monday, ATT: accounting")
Status updates from Accounting ("good to go, NOA approved")
Special handling preferences
Recent conversations or commitments
3. Edit an existing note
Click the ... menu on the right side of any note and select Edit. You can edit any note on the client regardless of who originally authored it.
4. Delete a note
Click the ... menu on the right side of any note and select Delete.
Important: A deleted note cannot be recovered. If you need to preserve historical context, edit the note rather than delete it.