CRM - Client Notes

With permission you can add Client notes to your own Client Profiles and we also have a separate other Client Notes permission allowing you to either view only or edit others notes on all Clients.

Adding a Client note

Adding a client note is simple. Type the content you wish to add into the text box.
If required, select Add Attachment, then click Save. 

Once the note has saved it will appear below with options to:

Paperclip - Open the attachment icon to add another attachment to your note

Drawing Pin - Pin the note to the top of the list

Pencil - With permission you can edit the note

Trash Can - With permission you can delete the note 

Any Client notes you add here will also appear on the CRM Branch Client Notes page.  

See CRM - Branch Lead/Client and Enquiry Notes help article to learn more about Enquiry notes and seeing all your notes in one place.

Note:  These notes are internal only and relate to the Client specifically - not the Enquiry. 

The Enquiry notes Help article can be found here.