Work with client notes and folders

Editorial illustration of stacked note cards being organized into a folder, representing client notes and folders.

Use Notes on a client record for context your team should keep with that client. The page combines a searchable note list, optional folders, and a rich-text editor.

Who this is for

Agency team members who record or review client context. Viewing notes requires note access. Creating a note or folder requires permission to create notes.

Before you begin

Open the correct client from Clients ( /clients (opens in new tab) ).
Decide whether the note belongs in a folder or needs a type, tag, pin, favorite, or attachment.

Open client notes

Open a client record.
Select Notes in the client navigation ( /clients/:id/notes (opens in new tab) ).

The left side contains search, filters, folders, and note cards. The right side is the note editor.

Client Notes page with search, Pinned, Favorites, and Folders controls, folder navigation, a note list, and the rich-text note editor — View full size

Create a note

Enter a title in New note title….
Write the note under Start writing….
Use the editor toolbar for headings, lists, links, alignment, or an attachment when needed.
Optionally choose a note type, pin the note, mark it as a favorite, or add tags from the controls beside the title.
Select Create Note.

The page shows Start typing on the right to create your first note when the client has no notes yet.

Find and filter notes

Enter text in Search notes… to narrow the note cards.
Select Pinned to show only pinned notes.
Select Favorites to show only favorite notes.
Use a note type filter when your workspace has note types configured.
Select a folder to show the notes inside it.

Create a folder

Select Folders to open the folder panel.
Select the plus button beside Folders.
Enter a folder name.
Select Create Folder.

View full size

Select All Notes to remove the folder filter. Open a note’s actions when you need to move that note into a folder.

Expected result

A created note appears in the note cards and opens in the editor.
Search and filters narrow the visible notes without changing them.
A created folder appears under Folders and can be used to organize notes for this client.

Troubleshooting

Symptom	Likely cause	What to do
Notes is missing	You cannot view notes or the client	Ask a workspace owner to review your client and note permissions
Create Note is unavailable	Title or content is missing, or you cannot create notes	Enter the note content and ask a workspace owner to review Create Notes
Folder panel is hidden	Folders is off	Select Folders above the note list
A note is missing	Search, folder, type, pinned, or favorite filter excludes it	Clear search and filters, then select All Notes
Attachment does not appear	Upload is incomplete or the file could not be accepted	Wait for the upload to finish, or remove the file and try again