Note Manager Overview

You can create notes, associate them with clients, and share them with any user in within your firm. When creating a note, you can grant access to multiple users. Co-workers can then modify the note.

Using filters, you can quickly sort notes can by a number of different criteria, such as creator, date range, content, or relation to a client, prospect, or account.

See Also

Creating a New Note

Creating a Note Filter

Note Manager Settings

Deleting Shared Notes

Using Note Manager Filter