Client Notes Library is a central hub where notes you've created for clients are stored. This feature allows you to seamlessly access, reuse, and organize notes across clients without the hassle of switching between screens.
With the Client Notes Library, you can:
Streamlined Meeting Prep: No more retyping or hunting for key client details like birthdays or kids’ names. With just a few clicks, pull important information directly from the Client Notes Library into the meeting checklist.
Reuse Notes Across Clients: Effortlessly access notes from the current client or bring in notes from other clients to prepare documents, summaries, or agendas with ease.
Powerful Search and Filters: Quickly locate specific notes using filters like Note Text, Topic, Subtopic, Task, Workflow, or Attachment, saving time and effort.
How It Works:
Selecting Existing Notes: While working with a client, you can view and select from existing notes in their library.
👀 To keep your workspace clean and organized, adding existing notes from the Client Notes Library does not create duplicates or redundant entries. Instead, it generates a Mirror Note, which links back to the original note. For more information, refer to the section on Mirror Notes.
In addition, Notes already added to the current meeting will not appear in the Client Notes Library.
Accessing Notes from Other Clients: Easily search for other clients' notes by typing their names. Once found, these notes can be incorporated into your current document.
You can quickly find notes by searching for specific clients or filtering by options like Note Text, Topic, Subtopic, Note, Task, Workflow, and Attachment.
Using Filtered Tags for Quick Access: For notes tagged as "Next Meeting," use filters to locate these items quickly, making it easy to add them to agenda emails.
Using Events Date to Filter: You can also filter the notes by meeting or event date where the notes were added.
The new Client Notes Library is designed to save you time and enhance your workflow by keeping all your client notes organized and easily accessible.
If you have any questions, feel free to reach out to us at [email protected]