Client notes give your team a prominent private place for relationship context that does not belong in a client-facing message or formal record.
Add a note
In Notes, select Add note.
Write and format the note.
Select Add note to save it. Moxie also saves a non-empty note when you click away, and waits for that save before navigating to another page.
Notes stay prominent in the client workspace and support useful formatting without becoming another nested screen.
Review longer note histories
Moxie shows the two most recent notes first. Select the show-all action to reveal the complete note history in one step. A long individual note can be expanded without making the entire client page scroll inside a separate notes panel.
Edit or remove a note
Use the controls on the note to edit it or request deletion. Deletion requires confirmation. Notes remain separate from Recent activity so the activity timeline stays focused on meaningful client and work events.
Privacy
Client notes are private workspace context. Do not use them as a substitute for email, portal communication, or information the client is expected to review.
Client profile Notes also shows notes from linked opportunities, including archived opportunities, if you have Pipeline access. Select the opportunity name to open it in Pipeline and edit or delete your note. Closing the opportunity panel keeps you in Pipeline. Use your browser’s Back button to return to the client profile, where the updated notes appear. Notes are shown together without creating duplicate copies. Project notes keep their existing scope.
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