The Notes page on a company profile serves as your private digital logbook for recording essential business context. Organising your service history, internal reminders, or specific client instructions here ensures that critical information is preserved and accessible to your entire team.

This guide covers:

• Opening the Notes page on a company profile.
• Creating a new note with a clear title and body.
• Saving your notes securely to the company record.
• Adding supporting attachments by opening existing notes with the View icon.

Your team now has a shared, chronological record of every important company interaction.

💡 Power User Insight: Use the Notes page to document specific billing cycles or preferred communication methods for a client. By keeping these operational nuances here, any team member managing the account can provide a consistent, professional service without needing to ask for background information.