Adding Client Notes and Reviewing History

Use Notes for ongoing account or contact information and History for recorded changes.

Add the note to the right record

Open the account for organization-level information or the contact for person-specific information.
Select Notes and search existing entries where offered.
Enter a clear, relevant note and save it using the available control.
Use edit or delete actions only when permitted and appropriate.

Profile notes versus dated notes

The account and contact forms also contain a Notes field for profile information. The Notes tab supports ongoing entries. Choose the location that helps your team find the information without duplicating it across unrelated records.

History

Use History to inspect recorded activity and changes, subject to your access. It helps distinguish a current profile value from the sequence of actions that produced it.

A client note is not a sent email, a task assignment, or automatically a case update. Use the appropriate workflow when you intend to communicate or schedule follow-up, and do not assume all note fields have the same audience.