Web AppFiles & Notes
How to Add Notes on Web
Create important memos and notes for your clients
Create detailed records with formatting and attachments.
- Rich Text Editor: Use headers (H1, H2), bolding, and bulleted lists to structure your notes.
- Note Attachments: Click Add Attachments within the note creator to link specific files to that entry.
- Categorization: Assign notes to folders or categories for better organization across your company.