Help Center

Internal Notes

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You and your team members can now add & view internal notes to clients and entities on the Dashboard page.

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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.

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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.

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