Notes

This tab represents a notebook for saving different additional information concerning current client. For example, this may be used by managers to share relevant info regarding particular customer.
To add a new note, open the Note tab of respective client, click the Add Note button on the toolbar, enter the message or select a file and click OK. 
Also, you can edit or remove notes associated with respective client. To change an existing note, hover over the comment you’d like to edit and click on edit  icon . Then, a new pop-up window with settings appears. 

To quickly remove a note, hover over the comment you’d like to cancel and click delete  icon . 

Screenshot: Notes tab