The pinned note section in a client card lets you:
Take note of client goals, discussion topics, kids names, and other important information that you want to keep top-of-mind
Like a sticky note posted onto a client folder/folio, a pinned note is always there whenever you open the client card
You can find the Add a note section at the top of the client card:
There you are able to click into the shaded area to begin typing:
Clicking away anywhere on the screen will save your note:
Rest assured that this note is just for you and your team in Hubly. It will not be synced out to anywhere else.
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