Private notes and client details
Keep a dated log of calls, texts and meetings with a client. Only your team sees it.
Every client page has a Private notes card. Use it to record what you talked about so you don't have to remember it.
Adding a note
- Open the client from Clients > Clients.
- In Private notes, choose what kind of note it is: Call, Text, Email, In person or Note.
- Type the note and click Add note.
Each note is saved with today's date and time.
Pinning and deleting
- Click Pin on a note to keep it at the top, above newer notes. Click Unpin to put it back in date order.
- Click Delete to remove a note. This can't be undone.
The newest note also shows in the Latest note column on the Clients list, if you turn that column on under Columns.
About them
The Details card has an About them box for things that don't change much: a partner's name, a dog's name, favorite spots, how they found you. It's private too. Click Save after editing.
Tags
Tags are short labels separated by commas, like "realtor, repeat, referral". Use them to filter the Clients list or to see at a glance what kind of client someone is.
Who can see notes
Notes and "About them" never appear in the client portal, in emails or on anything the client can open. Everyone on your team who can open Clients can read them, so write them with that in mind.