Notes

What you see on this tab

Free-form notes. Each row shows the title, a one-line summary, the visibility (private or client-visible) and the timestamp. Click a row to expand the full note.

Add a new note

1. Click + New note in the top-right.
2. Type the title and note body.
3. Toggle Client visible on to share with the contact.
4. Save. The note appears in the list and (if shared) in the contact's portal.

Note field reference

Title *

Short summary. Defaults to the first line of the body.

Body *

The full note. Rich text and markdown supported.

Client visible

Off by default. When on, the contact sees the note in the client portal.

Tags

Free-form labels for filtering.