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2.5. Log Client Notes with Markdown and Track Interactions by Type
Add formatted notes using markdown and log client interactions by type including phone calls, emails, and on-site meetings in AlgaPSA.
2.5. Log Client Notes with Markdown and Track Interactions by Type
Add formatted notes using markdown and log client interactions by type including phone calls, emails, and on-site meetings in AlgaPSA.
2. ClientsUpdated: 7/10/2026
- Notes: Open the client record from Clients. The client page uses a command center layout, where Notes appears as a card on the page. Click Edit ↗ to open the client record drawer, select the Notes section, enter your notes in the editor, and click Save. You can use markdown-style editor shortcuts by typing
/for options like headings, bullet lists, images, and tables.
Figure 1: Adding Notes to a Client
- Interactions: Open the client record drawer with Edit ↗, then use the Interactions section and click Add interaction.
- Select the Interaction Type (e.g., "Phone Call," "Email Correspondence," "On-site Meeting").
- Enter a concise Title for the interaction (e.g., "Follow-up on Q3 Review").
- Choose the Status.
- Set the Start Time and End Time, or enter the Duration in hours and minutes.
- Click Save Interaction.
Figure 2: Adding Interactions to a Client