The notes tab is a place to document longer information and conversations that would not fall under the "Quick notes" category.

Add a new note


Click "+Add a new note..." to create a new note.


  1. Type your new note
  2. Click "Submit" to save.


Notes will appear in chronological order with the newest note at the top.

Edit a note


Double-click on note text.


1. Edit text
2. Click "Ok" to save


The edited note is now saved.

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