<aside> 🚀 As part of Launchpad, you’ll automatically get access to new features as we develop them. Launchpad features will be stable and secure, but early enough so that feedback can meaningfully impact the functionality and product design before general release. To apply to join our early access program, fill out this form.
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You can now add private notes that are associated to clients and companies. Internal notes are only visible to team members with access and can be edited after creation. Notes are located on the sidebar of client/company details pages.
You can add a new notes by clicking on the + ****and open existing ones by clicking on the note title.
When you open notes, you can use the slash (/) command to add rich text formatting, including headings and more.
<aside> 💡 These features have now been released to everyone
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2025.01.08 - Freeform Automations
2025.01.08 - Company-first CRM
2024.11.22 - A new Billing App experience for internal users