Notes give your team a shared place to record client context and keep important information easy to find. You can work with Notes across all clients or within one client.
Access Notes
- Select All clients, then select Notes to review Notes across your account.
- Select a client, then select Notes to review Notes for that client.
Use Search to find a Note. Select Display to change the visible columns, sorting, filters, or saved view.
Create or edit a Note
- Select New note.
- Select the client and enter the Note content.
- Save the Note.
Open a Note to edit it. Updating a Note requires the Notes Update permission and access to its client.
Pin important Notes
Pinned Notes appear before unpinned Notes. A pin is shared with everyone who can access the Note's client; it is not a personal bookmark.
- Open the row actions menu and select Pin note or Unpin note.
- Open a Note and use its Pin or Unpin action.
- Select multiple rows and use the bulk Pin or Unpin action.
You cannot pin or unpin an archived Note.
Archive Notes
Use a Note's actions menu or the bulk actions to archive Notes that no longer need to appear in the active list. Filter for archived Notes to review or unarchive them.
Any questions?
Reach out to the Lifecycle Manager support team by submitting a support ticket.
