You can add Client Comments/Memos within the Client Details. This can be used for quick notes or memos related to the Client such as, "Client's birthday is next week," or "Client should always pay cash." These will be visible to everyone who has access to their Client Details.
- Click My Clients in the navigation bar and select the appropriate Client.
- Scroll to Comments section.
- Enter comment in field provided and click Add Comment.
- Comment is added with comment author and date/time stamp listed.
- Click the x icon to delete comment and confirm.