How to Add a Note to a Customer Record

Overview
Notes let you capture free‑form, internal comments—like meeting summaries, special requests, or follow‑up reminders—directly on a customer’s profile.

Steps

1. Go to Clients > Customers and open the desired customer.

2. Click the Notes tab.

3. Click + Add Note.

4. Type your note into the rich‑text editor.

5. Click Save; your note appears at the top of the list.

Tips

• Use bullet lists to break out key points.

• Prefix a note with a date or context (e.g. “[2025‑04‑18] Kickoff call”).