Clients:Notes Tab

Client Management
Summary Tab | Profile Tab | Users Tab | Contacts Tab | Products/Services Tab | Domains Tab
Billable Items Tab | Invoices Tab | Quotes Tab | Transactions Tab | Tickets Tab | Emails Tab | Notes Tab | Log Tab |

The Notes tab allows you to enter private notes about a client. The tab's text includes the current number of notes.

Viewing Notes

The notes in the Notes tab are visible to all admins but are not visible to the client. You can check Make Sticky to display the note throughout the client's account and on any tickets they submit in the Admin Area.

This tab does not display the separate notes that you can view in the Products/Services, Domains, and Profile tabs.

Tagging Other Admins

You can use the staff mentions feature to tag other admins. This will send them an email notification. For more information, see Staff Mentions.