CRM (Basic): Client Account Notes
For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
Account notes are intended for your staff only, they are not visible to clients. Store information that you will need to keep in mind while preparing documents inside TaxDome. Link your notes to jobs and tasks for faster access. You can create and review account notes on the go by using TaxDome mobile app.
Covered here:
- Creating a Note
- Archiving Notes
- Flagging a Note as Important
- Editing Notes
- Linking Notes to Tasks
- Linking Notes to Jobs
Creating a Note
A note can be created by a firm owner and admin. It can also be created by an employee who is either assigned to the account or has granted the View All Accounts permission.
To create a new note:
1. Click on the +NEW button in the Sidebar, select Note.
2. Click on Write new note and start typing. You can use text formatting, emoji, bullets, numbered lists, and also insert links.
You can also mention your team members to get them notified of the note content.
3. That's it! Click on SAVE to add the note.
Note! If you'll try to leave the Notes page without clicking on the Save button, we will warn you. Click Cancel in the alert pop-up, then save your note. Please do not select Prevent this page from creating additional dialogs checkbox, otherwise, you will not be able to receive such alerts in the future.
Archiving Notes
All notes can be either active or archived. All created notes are displayed in the Active tab. Once you no longer need the note, you can transfer it to the archive by clicking on the Move to archive icon.
You can also move the archived note to the Active tab by clicking the Move to Active link in the Archived tab.
To delete a note, you first need to move it to the archive. Next, go to the Archived tab and click on the Delete link.
Flagging a Note as Important
You can designate a note to be always displayed at the top of your list by clicking on the Pin icon. This is helpful if there’s a note you often refer to or the important one. If there are several notes pinned, they all will be displayed at the top of your list.
Editing a Note
To make changes to a note, click on the Edit icon, then make the required changes and click on SAVE.
To make changes to a note created by another team member, an employee should have Manage Accounts permission.
Linking Notes to Tasks
Linking notes to tasks helps you to ensure that all-important data is available on hand. For example, if you have information on a client’s bank accounts stored inside account notes, you can link this note to reconcile accounts task.
1. Click the Link Account Notes link at the top of the task creation or editing window. Since notes are account-specific, you cannot access this option if you're creating a task for two or more accounts.
2. Choose the note(s). You can link any notes that were previously created for the client’s account. One task may have any number of linked notes.
Once notes are linked, you can see them in the Account Notes section. Click the cross icon to unlink unnecessary notes.
Linking Notes to Jobs
Linking notes to jobs helps make them immediately available in your workflow when needed. Notes can be linked to jobs by a firm owner or any team member who is either assigned to the account or has granted the View All Accounts permission.
1. Click on the job to expand the job box, click + Link at the top, then select Notes in the pull-down.
2. Choose the note(s). You can link any notes that were previously created for the client’s account. One job may have any number of linked notes.
Once notes are linked, you can see them in the Notes section in the expanded job box. Click the cross icon to unlink unnecessary notes.
Note! Notes are different from Job Comments. Job comments are created inside a job and are visible only inside it. Unlike them, Notes are created inside an account and could be linked to any number of jobs for this account.
