How to: Take notes about a Client?

• Go to the "Clients" tab.

• Click on the name of the Client you want to take notes about.
  

• There are two different ways to take notes about your Client - long and short notes. You can access the long notes by clicking the "Long notes" button and finding short notes under the "Short notes" text box.
  

The way I see it - If you want to remember something detailed about the Client's goals or patterns, note it down under "Long notes." If you want to remember something quick that you want to know about this Client, jot it down under "Short notes."

P.S. Whether you use Long or Short notes, these will be visible only to you and not your Client.