Client Communication Notes (Meeting Minutes) | Feature Requests

Client Communication Notes (Meeting Minutes)

complete

Lucy Moore

I take notes during client meetings. Sometimes the notes are digital or on paper. It'd be nice if there was a "sticky notes" area where everything could be in one place. Ideally, a different note for each meeting.

February 1, 2022

Ben Stein

marked this post as

complete

https://docs.keeper.app/client-notes

Michele Martinek

I love this! Ideally they'd be searchable too!

Justin Boynton

Yes! Many CRM have note taking sections where you just type in the note and it records the date/time of the note, and they can even give it a title (ex. Client Meeting 5/11/22). Then, when the next note is input, it does the same thing. This would be an awesome feature!

Ben Stein

marked this post as

planned

Ben Stein

marked this post as

under review