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Adding notes to accounts
Adding notes to accounts

How to add notes to accounts

James Sweeney avatar
Written by James Sweeney
Updated over a week ago

Notes can be added to accounts to help keep track of relevant details. These notes can then be searched for using the search bar on the accounts page.

In the 'People' page of the dashboard, hover over the relevant account and click 'Edit'.

Here you will see the notes field where you can enter any notes you'd like. Once complete, simply click 'Save'.

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