ActionAtlas enables you to attach important notes and files directly to client accounts, making it easy to track communications, store documents, and maintain a complete record of client interactions. This guide will walk you through the process of adding both notes and files to client accounts.
In This Article:
Adding Notes to a Client Account
Client notes allow you to document important conversations, decisions, and follow-up items related to a specific client.
1. Navigate to the Clients Section
In the left-hand navigation menu, click on "Clients" to access the client management area and make sure the Clients tab is selected.
Accessing the Clients section from the navigation menu
2. Find and Select the Client Account
Locate the client account where you want to add a note. You can use the search function or filter options to quickly find specific clients.
Tip: The search function supports searching by client name, contact person, or account number for faster access.
3. Select the Notes & Files Tab
On the client account page, click on the "Notes & Files" tab to view existing notes and add new ones.
The Notes & Files tab in the client account
4. Edit Mode
Click on the "Edit" button in the top-right corner of the notes section to enable adding new notes.
5. Add a New Note
Click on the "+ Add New Note" button and complete the following fields:
- Note Title – A brief, descriptive title for your note
- Note Content – Detailed information about the client interaction, decision, or follow-up
Adding a new client note
6. Save Your Note
After entering all the necessary information, click the "Save" button to add the note to the client account.
Note: All saved notes include a timestamp and the name of the team member who created them for easy reference and accountability.
Adding Files to a Client Account
Store important documents directly with the client account for easy access and organization.
1. Navigate to the Clients Section
In the left-hand navigation menu, click on "Clients" to access the client management area and make sure the Clients tab is selected.
2. Find and Select the Client Account
Locate the client account where you want to upload files. Click on the client name to open their account details.
3. Select the Files Tab
On the client account page, click on the "Notes & Files" tab, then navigate to the "Files" section.
The Files section within the Notes & Files tab
4. Edit Mode
Click on the "Edit" button in the top-right corner of the files section to enable file uploads.
5. Upload a New File
Click on the "+" button to open the file upload dialog. You can either:
- Drag and drop files from your computer
- Click "Browse" to select files from your file explorer
Note: File types supported are PDF, Word, Excel, and PowerPoint. Maximum file size is 25MB per file.
After selecting a file, you can add the following optional details:
- File Name – Rename the file for better identification (optional)
- File Description – Add context about the document
- File Category – Organize files by type (e.g., Contract, Invoice, Proposal)
6. Save Your Upload
Click the "Save" button to complete the file upload. The file will now appear in the client's files list.
Managing Notes & Files
Once you've added notes and files to a client account, you can manage them effectively:
Notes Management
- Edit Notes – Click on an existing note and select "Edit" to update information
- Pin Important Notes – Mark critical notes as "Pinned" to keep them at the top of the list
- Filter Notes – Use the filter options to view notes by date, type, or creator
- Search Notes – Use the search function to find specific information in notes
Files Management
- Download Files – Click the download icon next to any file to save it locally
- Preview Files – Many file types can be previewed directly in the browser
- Replace Files – Upload a new version of an existing file while maintaining the same file name
- Organize Files – Create folders to categorize and organize your client files
Tip: Use consistent naming conventions for files to make them easier to locate. For example: [Client]-[DocumentType]-[Date].
Need Help?
Our support team is here to assist you with any questions about managing client notes and files.
Contact Support