Hubly

The Comments section in a client card lets you:

Quickly record notes on meetings, workflow tasks, and other information for you and your team to stay on the same page

View/edit a complete record of past Comments created in the Client Card or pulled in from the client's notes within your CRM 

- Quickly record notes on meetings, workflow tasks, and other information for you and your team to stay on the same page
- View/edit a complete record of past Comments created in the Client Card or pulled in from the client's notes within your CRM 

In Hubly, you can add a Comment by selecting the <b>Add </b>button on the Client Card:

Comments can be formatted with rich text or pasted in:

Comments will be added as Notes to the client's CRM profile if your Hubly account is connected to an external CRM. 

You can view and edit any edit existing CRM notes as Comments, listed chronologically in the Client Card.

We created a collection of useful <a href="https://help.myhubly.com/en/collections/2480348-product-guides">Product Guides</a> to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.

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<a href="https://help.myhubly.com/en/articles/4471883-adding-quick-notes-on-clients-and-workflow-tasks">See how the Comments section lets you jot down client notes right into your CRM</a>

<a href="https://help.myhubly.com/en/articles/4297252-a-digital-sticky-note-for-your-client-card">See how the Pinned Notes section lets you see important client information at a glance</a>

<a href="https://help.myhubly.com/en/articles/4471923-track-client-service-needs-at-a-glance">See how Streams can be quickly added in a Client Card and can easily be kept up-to-date</a>

<a href="https://help.myhubly.com/en/articles/4471943-stay-on-top-of-important-information-that-needs-to-be-kept-top-of-mind">See how Tags help you keep a record of important client attributes so that nothing slips through the cracks</a>

<a href="https://help.myhubly.com/en/articles/4471971-see-what-s-in-progress-and-plan-what-comes-next">See how you can toggle between active workflows, set up next steps, and schedule future reviews using the Workflows Overview section in a Client Card</a>

- <a href="https://help.myhubly.com/en/articles/4471883-adding-quick-notes-on-clients-and-workflow-tasks">See how the Comments section lets you jot down client notes right into your CRM</a>
- <a href="https://help.myhubly.com/en/articles/4297252-a-digital-sticky-note-for-your-client-card">See how the Pinned Notes section lets you see important client information at a glance</a>
- <a href="https://help.myhubly.com/en/articles/4471923-track-client-service-needs-at-a-glance">See how Streams can be quickly added in a Client Card and can easily be kept up-to-date</a>
- <a href="https://help.myhubly.com/en/articles/4471943-stay-on-top-of-important-information-that-needs-to-be-kept-top-of-mind">See how Tags help you keep a record of important client attributes so that nothing slips through the cracks</a>
- <a href="https://help.myhubly.com/en/articles/4471971-see-what-s-in-progress-and-plan-what-comes-next">See how you can toggle between active workflows, set up next steps, and schedule future reviews using the Workflows Overview section in a Client Card</a>

The Comments section lets you jot down client notes which sync right into your CRM

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