How to Create Account Notes and Secrets
A handy tool to save remarks
Client notes and secrets allow you to store freeform notes against a client. You have the option to make them visible or hide them from your clients, but they are always visible to staff members.
Account notes are a way to capture and share non-sensitive information, while account secrets are a way to share sensitive information and are stored in a digital vault using AES-256 encryption, ensuring your data is safe and secure.
Both can be edited and deleted by the author or admins. A note can also be pinned to the top of a client's profile, which makes it visible first whenever notes and secrets are viewed.
Opening an Account Notes
- Log in to your account.
- Click Clients on the left menu.
- Click the Clients list menu tab.
![a-3.png 694](https://files.readme.io/8115565-a-3.png)
Clients list tab
- Scroll through the client list and click a name.
![a-4.png 1364](https://files.readme.io/0bc687d-a-4.png)
Client names
- On the Client overview page, enter text into the Account notes field.
- Click Save note.
![a-5.png 1217](https://files.readme.io/2615957-client.elviravinky.net_admin_settings__5_1.png)
Notes field
Editing and Deleting Account Notes
Saved notes display under the Account Notes field. Each note can be edited or deleted by staff users.
![a-7a.png 1316](https://files.readme.io/37a722b-Screenshot_2024-05-24_at_15.18.44.png)
Edit note
Pinning a note
Click the Pin icon to keep the note close to the Account Notes field. Pinned notes do not move when admins or staff add notes to the list.
![a-8.png 1345](https://files.readme.io/48aa7c2-client.elviravinky.net_admin_settings__7.png)
Pinned note
Creating Account Secrets
When you want to add Account Secrets to a client's account, the steps are similar to adding Account Notes. However, you need to find the Account Secret field below the Account Notes.
![a-8.png 1345](https://files.readme.io/6e2ba0f-Screenshot_2024-05-24_at_15.59.49.png)
Account Secrets
Account secrets can be edited, deleted, and pinned, just like account notes.
Updated 2 months ago