Client notes
Client notes keep persistent context on the client record, separate from the notes attached to an individual meeting.
Adding a note
Open Notes on the client record and select Add note. Enter a clear title and the information you want to retain, then save the note. Client notes also appear in the client's Overview where applicable.
James Whitmore
Client since 14 March 2024
Client notes
Notes kept on the client record.
ISA allowance discussion
James wants to use the remaining ISA allowance before the end of the tax year. Confirm the contribution amount before preparing the recommendation.
Preferred contact method
Email for documents; telephone for appointment changes.
Added 6 June 2026
Follow-up actions
A note can include an optional follow-up action and due date. When you save the note, TakeNote creates a linked item in the client's Tasks tab. Editing the action or due date updates the linked task.
Editing and deleting
Open the note menu to edit or delete it. Editing preserves the note on the same client record. Deleting removes the note; if it has a linked follow-up action, check the related task before confirming the change.
Client notes and meeting notes
Client notes describe ongoing context about the person or engagement. Meeting notes belong to one specific meeting and are opened from that meeting's record. Use the location that matches the scope of the information.