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.
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Clients list tab
- Scroll through the client list and click a name.
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Client names
- On the Client overview page, enter text into the Account notes field.
- Click Save note.
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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.
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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.
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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.
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Account Secrets
Account secrets can be edited, deleted, and pinned, just like account notes.
Updated 12 days ago