New
By popular demand, we have updated our note capabilities to help you capture important details throughout your client plans.
You can now leave notes on individual cards or accounts under the Profile tab, choose which notes are shared with the client, and view all of your notes in one place under the ยทยทยท (More) / Notes tab.
Internal notes previously entered under the Dashboard / Tasks / Notes tab will now be found under the new Notes / Advisor Notes tab.
To learn more about the new note features, visit the Help Center.