Each module in RightCapital has a notes section where you can outline client-specific notes. Simply click on "
Notes" to open the note drawer to add or edit notes.
To Add Notes to the Profile section:
Notes" to open the note drawer to add or edit notes.To Add Notes to the Profile section:
1
At the bottom left of each card, you can select " 💬 Notes." Then Notes drawer will populate on the right-hand side of the page.
2
Click the blue "+ Add Note" button to add specific notes within the card. The date the note was created will display.
3
To add additional notes, press save and select the "﹢Add Note" button.
Sharing Notes with Clients:
After adding the note, you can select the "👁" icon to allow the note to be shared or hidden from the client.
