Client Notes

Notes let you record conversations, follow-ups, and important details directly on a client's timeline. In team workspaces, you can @mention colleagues to loop them in and trigger notifications.

Adding a Note

From a client's detail page, go to the Timeline tab. Type your note in the text area and click Add Note. The note appears in the timeline with your name and a timestamp.

Notes are also available on trip detail pages — any note you add to a trip is tied to that specific trip's timeline.

Where Notes Live

Notes are attached to a specific record:

Note type	Where to find it
Client notes	Client detail page > Timeline tab
Trip notes	Trip detail page > Notes section
Lead notes	Lead detail page > Notes section

Each note records who created it and when, so you always have a clear audit trail.

@Mentions

In team workspaces, type @ followed by a team member's name to mention them. A dropdown shows matching workspace members — select the person to tag them.

When you mention someone:

1. They receive an in-app notification with a link to the note
2. They receive an email notification with a preview of the message

You can mention multiple people in the same note. You won't receive a notification if you mention yourself.

See @Mentions for more on how the mention system works across notes and support tickets.

Note History

Notes appear in reverse chronological order on the timeline (newest first). Each note shows:

• Author name — who wrote it
• Timestamp — when it was created
• Full text — including any @mentions displayed as highlighted tags

Notes cannot be edited after creation — add a new note if you need to correct or update information.

Related Articles

• @Mentions — how @mentions work across notes and support tickets
• Managing Clients — client profiles and the timeline tab
• Support Tickets — notes and @mentions in support conversations