Projects - Adding Client and Project Notes from ChatGPT **new**

See the Rave Site note result from ChatGBT

• In ChatGPT copy the Client note that has been prepared
• Open JSD Developments in Project tab
• Select Client Notes Sub-tab
• Paste

Screenshot below with your Project Client Note result

Note - You can use the same system to record and paste into CRM Client Notes for any Client meetings at a CRM Enquiry.

Screenshot below of saved Client Note

See the Rave Project note results from ChatGBT

• In ChatGPT copy the Project note that has been prepared
• Open JSD Developments in Projects tab
• Select Project Notes Sub-tab
• Paste

Screenshot below with your Project Note result

Screenshot below of saved Project Note