Add internal notes to your client profiles and projects easily by following the steps outlined in this article.
Client Notes
To view your client's information, head over to the Clients page. Once your client's profile has been selected, navigate to the Notes section and click "Edit".
Type in your notes in the designated field and select the save button to add them:
These notes are private and only visible to your company, which includes your account and any partners you have added to help manage your company.
Project notes
You can add project notes right from the project's overview page. Just navigate to any project and click on the plus (+) icon. From here, select the 'Add Note' option.
Type in your note title and note, and this will auto-save the information you input:
Similar to the client notes, these are only visible to you and your team, not to the client.