Each module in RightCapital has a notes section where you can outline client-specific notes.
1
Navigate to the module to which you would like to add notes.
2
Click on "Notes" to open the note drawer to add or edit notes. 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.
