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Notes Section in Client Info
A
Alissa Keomany
I would like to be able to tag the notes i create in the Client info section that way I can tag my notes and filter/sort for meeting notes, or SOP's, informational notes, etc.
January 30, 2025
E
Erica Hughes
post with similar requests to be able to utilize tags for notes:
https://keeperapp.canny.io/feature-requests/p/client-infonotes-wsub-tabs
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August 20, 2025
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