Add private notes and CRM tags to client profiles for better customer relationship management.
Features
- Client Notes: Add private notes to any client profile
- Mark notes as important (highlighted)
- Pin notes to show at the top
- Notes timeline with staff attribution
- View notes history for each client
- Client Tags: Tag clients with custom labels
- Customizable tag colors
- 8 default tags included (VIP, Reseller, Enterprise, etc.)
- Filter clients by tag
- Track which staff assigned tags
- Client Manager: Unified view for managing clients
- See all clients with their tags and note count
- Quick actions for adding notes and managing tags
- Filter by tags
For Support ask on Discord: https://discord.gg/XnuPCX6Jae
Features
- Client Notes: Add private notes to any client profile
- Mark notes as important (highlighted)
- Pin notes to show at the top
- Notes timeline with staff attribution
- View notes history for each client
- Client Tags: Tag clients with custom labels
- Customizable tag colors
- 8 default tags included (VIP, Reseller, Enterprise, etc.)
- Filter clients by tag
- Track which staff assigned tags
- Client Manager: Unified view for managing clients
- See all clients with their tags and note count
- Quick actions for adding notes and managing tags
- Filter by tags
For Support ask on Discord: https://discord.gg/XnuPCX6Jae
