Using notes

In almost every part of Clubwise — contacts, deals, events, invoices and more — you find at the top right a note icon. With it you quickly record something that doesn't fit in a separate field: a phone call, an appointment, a particular detail about a customer or deal.

Click the note icon to open the overview of that record. New notes appear at the top of the list, each automatically with the author's name and the time — you don't have to keep track of that yourself.