Notes are a free-form way to record meeting summaries, internal observations, follow-up reminders, and anything else worth keeping with the client record.

  1. Open the client's detail page.
  2. Click the Notes & Emails tab.
  3. Click Add Note.
  4. Enter a title (e.g. "Q4 planning call — 14 Nov").
  5. Write the note body using the rich text editor. You can format text, add lists, links, and headings.
  6. (Optional) Pick a category (Settings > Note Categories) to group notes — common ones are Meeting, Internal, Compliance, Follow-up.
  7. (Optional) Set a date different from today (e.g. the date of the meeting being summarised).
  8. Click Save.

The note appears at the top of the Notes & Emails tab. Click any note to edit it; use the action menu to delete it.

Tip: Notes are visible to anyone with access to the client. For private working notes, use the workflow's Collaboration > Internal tab instead.