A Digital Sticky-Note For Your Client Card

The pinned notes section lets you see important client information at a glance.

Ron Gorodetsky avatar
Written by Ron Gorodetsky
Updated over a week ago

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

In Hubly, 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 to anywhere else.

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