Noted

How to add records to your clients within Noted

Creating client records

How to make changes, complete and permanently remove client records you have created

Link client records together in Noted by using follow-up records

Grant or deny access to client records for teams or specific users and override access rules when required

Take ownership of another user’s record to make required changes

One or more client records can be printed or exported to .pdf from within Noted

Reminders provide an opportunity to better support your clients

How to create client letters within Noted

Quickly write down client information with a note

Upload documents and images to clients and use folders to organise files

Track the work being done with clients towards predetermined outcomes

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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