Everything you need to know about Soraban
You and your team members can now add & view internal notes to clients and entities on the Dashboard page.
You can view others' notes for context like "Client is going through a divorce" or any other relevant information outside of the data fields in place.
Click "Create Note" icon to create a new note. A title is optional. If you turn on "Create for Client," the note is seen by all client's entities.