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Notes

Hailey Batchelor
  • Updated

Managing Notes in the Team Hub

Primary Audience: All Internal Users

Notes help your team document customer conversations, track follow-ups, collaborate internally, and save important account information directly from the Client Profile.

Notes are for internal use only and are never visible to customers in the Customer Portal.

Internal users can:

  • Create notes for individual clients
  • Create notes for multiple clients at once
  • Use Goose to help draft notes
  • Tag team members
  • Set reminders
  • Attach files
  • Organize notes using labels

CRM Notes functionality is part of the platform’s CRM tools.

Create a Note from a Client Profile

To create a note for a specific customer:

  1. Navigate to the client’s profile.
  2. Click Create Note.
  3. Enter your note details.
  4. Attach any relevant files if needed.
  5. Add labels to organize the note.
  6. Click Create.

Using Labels

Labels help organize notes by topic, priority, or workflow. Your team can later search and filter notes using these labels.

To create or edit labels, contact the Partner Enablement Team.

Tagging Team Members

You can tag other team members in a note. Tagged users will receive a notification that they were mentioned in the note.

Setting Reminders

You can add a reminder to a note for a future date and time.

When the reminder triggers:

  • You will receive an email notification
  • Any tagged team members will also receive a notification

 

Creating a Note.gif

 

Create Notes for Multiple Clients

You can create the same note for multiple clients at once using Bulk Actions.

To create bulk notes:

  1. Navigate to the Clients page.
  2. Select multiple clients using the checkboxes.
  3. Use the bulk action toolbar that appears.
  4. Click Create Note.
  5. Enter the note information.
  6. Click Create.

This is useful for:

  • Follow-up reminders
  • Seasonal updates
  • Sales outreach tracking
  • Internal account documentation
Creating Bulk Notes.gif

 

Create a Note with Goose

Goose can help draft notes by automatically generating note content based on your request.

Goose will never create the note automatically. Users must review the information and manually click Create before the note is saved.

This helps ensure all note details are accurate before being added to the client profile.

Creating a Note with Goose.gif

Note: If you have RingCentral integration enabled, notes for phone calls will be created automatically through the integration.

 

Edit or Delete a Note

Only the author of a note can edit or delete it.

To manage a note:

  1. Navigate to the client’s profile.
  2. Open the Notes section by:
    • Clicking the arrow on the Notes widget
    • Or using the Client Summary navigation bar
  3. Locate the note.
  4. Use the available actions to edit or delete it.
Editing Deleting a Note.gif

Manage Notes from the Client Profile

The Notes page within a Client Profile allows users to:

  • Search notes
  • Filter notes
  • View pinned notes
  • Review note history

Pinned notes remain visible on the Client Profile Summary page for quick access.

You can pin up to three notes at one time.

Manage Notes in the Admin Tab

Admins can access all notes across the platform from the Admin tab.

From this page, Admin users can:

  • View all notes
  • Search and filter notes
  • Export notes to Excel
  • Use Goose to summarize recent notes

This provides centralized visibility into customer activity and internal communication.

 

Helpful Tips

  • Notes are internal-only and cannot be viewed by customers.
  • Labels make notes easier to search and organize.
  • You can pin important notes to the Client Summary page.
  • Bulk Notes help save time when documenting the same information for multiple clients.
  • Goose can assist with note drafting and summarization workflows.

 

If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.