Client/Department Notes Tab

In this Article:

Do you need to store internal notes for a particular Client/Department? We'll walk you through how to do that in this article.

Notes Tab:

In this tab, you can:

  • Easily sort columns by clicking arrows next to column name
  • Search for a keyword in the search box, or
  • Create a new note by clicking the Add Note


You can also View, Edit, and Delete notes if you have the permissions to do so.

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