Adding Client Notes

Notes let you capture what happened in a meeting, what the client mentioned, or anything worth remembering. They're stored on the client's profile and visible to your team members with access.

Adding a Note

The note appears at the top of the Notes tab immediately, timestamped with the current date and time and attributed to your account.

Note Tags

Tags help you categorize and later filter notes. Common tags advisors use:

• meeting — notes from a scheduled call or in-person meeting
• follow-up — something you need to action later
• policy-review — notes from an annual policy review session
• discovery — initial discovery call notes
• client-request — something the client asked for

You can create custom tags on the fly — just type the tag name when adding a note and press Enter. Tags are shared across your practice (your team members see the same tags).

Searching Notes

At the top of the Notes tab, a search bar lets you search within that client's notes. Search matches note body text and tags. Useful when you need to find what was discussed in a specific past meeting.

To search notes across all clients, use the global search (Cmd+K or the search bar in the top nav) and filter by type "Note."

Editing and Deleting Notes

You can edit or delete notes you wrote. Click the three-dot menu on any note to access edit and delete options.