Latest updates from the Dubsado team
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You can now access, create, and edit notes and call logs on your phone from a project or client level.
For project notes and call logs:
For client notes and call logs:
Notes in Dubsado work smart to keep you organized. Like in the web version of Dubsado, when you add a note to a client's profile, it's like giving them a digital sticky note that follows them everywhere. This note will appear in every project you create for that client, ensuring you always have their key information at hand. On the flip side, project-specific notes stay put. If you jot down a note within a project, it remains there, keeping project details separate from general client information. This way, you maintain a clear distinction between overarching client notes and project-specific details. For instance, I added a note about Samantha Winters' preference for email communication in her client profile, however, you'll see this note in all her projects.
But if I add a note in her project, it will only appear in that particular project. As you can see here, I added a note in her project about things only pertaining to this project. These will only show in this project and not the client profile.
You can remove notes or call logs by clicking the three dots on that note “card” and then click delete.
You can edit a note or call log that you have already created by simply clicking on that “card”. Clicking the back button saves your progress.
Hope you enjoy this update! Any questions, send our team a chat or email, hello@dubsado.com