Last updated March 13, 2026
Notes let you record conversations, follow-ups, and important details directly on a client's timeline. In team workspaces, you can @mention colleagues to loop them in and trigger notifications.
From a client's detail page, go to the Timeline tab. Type your note in the text area and click Add Note. The note appears in the timeline with your name and a timestamp.
Notes are also available on trip detail pages — any note you add to a trip is tied to that specific trip's timeline.
Notes are attached to a specific record:
| Note type | Where to find it |
|---|---|
| Client notes | Client detail page > Timeline tab |
| Trip notes | Trip detail page > Notes section |
| Lead notes | Lead detail page > Notes section |
Each note records who created it and when, so you always have a clear audit trail.
In team workspaces, type @ followed by a team member's name to mention them. A dropdown shows matching workspace members — select the person to tag them.
When you mention someone:
You can mention multiple people in the same note. You won't receive a notification if you mention yourself.
See @Mentions for more on how the mention system works across notes and support tickets.
Notes appear in reverse chronological order on the timeline (newest first). Each note shows:
Notes cannot be edited after creation — add a new note if you need to correct or update information.
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