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Clients and groups

Notes, reminders and the client timeline

Keep the relationship history in one place: internal notes, follow-up reminders on your dashboard, and a timeline of everything that happened.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

Notes

Add internal notes on the client page, such as a call summary or a promise to send documents. Notes are never shown to the client. The author, or an owner or admin, can edit or delete a note.

Reminders

A reminder has a date and a team member it is assigned to. Reminders due in the coming days appear in Follow-ups on your dashboard, grouped as overdue, today and upcoming, and you get an email when one falls due. When you remove a team member, their open reminders move to the owner.

The timeline

The Timeline tab lists, newest first, what happened to the client: profile changes, status changes, KYC decisions, notes, reminders, bank account changes, group changes, portal invitations and sensitive-field changes. It is built from the audit log, so it cannot be edited.

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