Client Keeper Support
Web AppFiles & Notes

How to Manage Notes on Web

Prioritize task management on your database

Organize internal strategy and meeting minutes.

  • Quick View: Click any note card to read the full content without leaving the dashboard.
  • Pinned Notes: Use the Pin icon to keep critical information at the top of your list.
  • Editing: Use the Edit Note button to access the rich text editor for formatting and updates.

Video Walkthrough

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