To log an interaction, open the client's profile, go to the Notes & Activities section, and click Add Note.
Add an interaction:
Open the client's profile and scroll to (or expand) Notes & Activities.
Click Add Note.
In the Add Interaction dialog, fill in:
Type: Call, Email, Meeting, or Note
Date: defaults to today
Summary: a short one-liner (required)
Notes: longer detail (optional)
(Optional) In the Follow Up Details section, set a Follow Up Date and mark Follow Up Completed if you want to track a next step.
Click Save Interaction.
Where it shows up:
The interaction appears in the client's Notes & Activities feed with an icon for its type (phone, envelope, message, calendar), the summary, the date, your notes, and (if set) the follow-up date with a Pending or Completed chip.
Filter and sort the feed:
Filter by type: All Types, Call, Email, Meeting, or Note.
Sort: Newest First or Oldest First.
Empty state:
"No notes or activities yet. Log a call, email, or meeting to keep this client's history in one place."