You have many ways to really personalize your notes and and make them stand out with some easy to use formatting tools! You can even add emojis. 😃
You can now use bold, italic, underline, strike-through and even color to add importance to your notes. We also now support numbered and bulleted lists and you can even increase the font size!
You will also like that you can now copy/paste full size images into your notes as well as embed hosted video links which are playable right in the body of your note!
We made finding your notes easier!
While you can still flag your notes so the appear at the top of your notes section, you can now also apply filters to find specific notes! You can apply multiple filters if necessary, including the type of note (ie. job notes), the date range when the note was created and even the user that created the note. If your client has lots of notes, you can select how many notes to display (up to 100 records).We know how important notes are to you and we appreciate your feedback. We hope you enjoy the new customer profile notes!!
Have a great day!!