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This tab represents a notebook for saving different additional information concerning a current client. For example, this it may be used by managers to share relevant info regarding a particular customer.
To add a new note, open the Note tab of the 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 the respective client. To change an existing note, hover over the comment you’d like to edit and click on the edit icon . Then, a new pop-up window with settings appearswill appear.
To quickly remove a notenote quickly, hover over the comment you’d like to cancel and click delete the delete icon .
Screenshot: Notes tab
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