Notes are a very useful tool that can be added to a client’s profile for internal uses. Team members can use this to communicate with each other and to ensure important information is stored safely. Say goodbye to a desk full of sticky notes!
Click on a client from anywhere within Snoofa or by finding them using the search feature |
 |
Click on the Notes section of the submenu |
 |
Click Add note |
 |
Fill out your note and click Save |
 |
The notes will now be visible in a list
|
 |
You can add quick notes on a Client Info pop-up anywhere in Snoofa where there is a magnifying plus icon next to a client’s name
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article