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Client Management

Client Notes

1min

Heads up! Keeper Docs is now deprecated, and this page is not maintained. Please visit Keeper's Help Center at help.keeper.app for the latest docs and guides.

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Client Notes are a way to take notes about a client. You can use them for taking notes when you have meetings with your clients, or for documenting closing / handoff information.

These notes are fully text searchable, and they are not seen by your clients.

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Updated 19 Oct 2023
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