Now with AND.CO you can add text notes to your clients' profile to help you keep track of everything related to your relationship with them!
To start, select the Clients tab via the web-app
Select the client you would like to add notes to:
Then click on the Notes tab!
Type any note or reminder you want to add to the client. The coolest part? You don’t need to save them! The system will automatically save them as you type!
Et Voilà! You added your first client note!
- Notes are only visible to you internally
- You can edit and add additional text to notes anytime by following these steps
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌