2.5. Log Client Notes with Markdown and Track Interactions by Type

• Notes: Open the client record from Clients. The client page uses a command-center layout; click Edit ↗ in the Client record card, 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.
  1. Select the Interaction Type (e.g., "Phone Call," "Email Correspondence," "On-site Meeting").
  2. Enter a concise Title for the interaction (e.g., "Follow-up on Q3 Review").
  3. Choose the Status.
  4. Set the Start Time and End Time, or enter the Duration in hours and minutes.
  5. Click Save Interaction.

Figure 2: Adding Interactions to a Client

Reserve calendar time for an interaction

When logging an interaction with a Start Time, turn on Add to schedule to create a linked calendar entry. With user_schedule:update, use Schedule for to book a colleague's calendar. The entry follows edits to the interaction and is removed when the interaction is deleted. For the full workflow and checks, see 8.4. Log Phone Calls, Emails, and Meetings as Contact Interactions.

Editing an interaction retains its saved Interaction Type and Status in the dialog. New records use the administrator's default when no explicit status is selected; configure that under Settings > General > Interactions > Interaction Statuses, as described in 10.7. Define Interaction Types: Phone Calls, Emails, Meetings, and Custom Types.