Cliente account appunti

Account notes are intended for your staff only, they are not visible to clients. Store information that you will need to keep in mind while preparing documents inside TaxDome. Link your notes to jobs and tasks for faster access.

Client account notes, explained

Client account notes provide a centralized location within each client’s account to store internal information that your team needs to reference while working. Unlike client-facing communication tools, notes are visible only to your team members with appropriate permissions. They could be accessed either via the Overview or Notes tab of client’s profile.

When to use account notes:

• Store client preferences and requirements: Document communication preferences, preferred contact methods, specific formatting requirements, or service delivery instructions that team members should remember.
• Track account-specific details: Record information about the client’s business structure, key contacts, important dates, or historical context that helps your team provide better service.
• Maintain reference information: Keep login credentials, third-party system access details, or technical specifications that multiple team members may need.
• Document special circumstances: Note any unique situations, exceptions to standard processes, or considerations that should be kept in mind during service delivery.

Notes vs. other team communication tools

• Notes remain with the account permanently, providing consistent reference across all jobs and services.
• Internal messages in client chats are best for quick, context-specific discussions within a conversation thread, while notes provide long-term reference information that applies to the entire account.
• Job comments stay within a specific job and are only visible there, while notes can be linked to multiple jobs and tasks across the account.
• Team chats are designed for back-and-forth communication with team members, while notes are strictly internal documentation.

Crea note

Web Mobile

A note can be created by a firm owner and admin. It can also be created by an employee who is either assigned to the account or has granted the View all accounts permission .

Per creare una nuova nota:

1. Click on the New button in the Sidebar, select Note. Alternatively, from the account’s Overview page, go to the Notes section and click Add note.

2. Enter a title for your note in the title field, then write your note content below. You can use text formatting, emoji, bullets, numbered lists, and also insert links. You can also mention your team members to get them notified of the note content.

3. Click Save to add the note.

Se provi ad uscire dalla pagina Note senza cliccare su Salva , verrai avvisato. Clicca su Annulla nel pop-up di avviso, quindi salva la nota. Non selezionare la casella di controllo "Impedisci a questa pagina di creare ulteriori finestre di dialogo" . In caso contrario, non potrai ricevere tali avvisi in futuro.

Mancia

Utilizzare messaggi interni nelle chat per una rapida comunicazione di gruppo su argomenti specifici. A differenza delle note per riferimento a lungo termine, che possono essere collegate a attività O lavori I messaggi interni sono adatti quando hai bisogno di discutere di qualcosa con il tuo team direttamente nel contesto di una chat.

Go to the Accounts and tap on the account you need. Find the Notes tab and tap the New Note button there. You can mention your team members in notes using the @ symbol.

Archive/delete notes

Tutte le note possono essere attive o archiviate. Tutte le note create vengono visualizzate nella scheda Attive . Quando la nota non è più necessaria, è possibile trasferirla nell'archivio cliccando sull'icona "Sposta nell'archivio" .

You can also restore the note by clicking the Move to active link in the Archived tab.

Per eliminare una nota, devi prima spostarla nell'archivio. Quindi, vai alla scheda Archiviati , clicca su Elimina e conferma l'eliminazione.

Pin notes

You can pin up to three notes to always display them at the top of the list by clicking the Pin icon. Pinned notes are highlighted for easy visibility. This is helpful for notes you often refer to or important information you need quick access to.

Search and filter notes

Use the search and filter options in the Notes tab to quickly find specific notes.

To search notes, enter keywords in the search field. The search looks through note titles and content.

To filter notes, use the filter options to view notes by date created, date updated, or created by team member. Plus, you can save any of your selections as filter presets for later use—and even share them with your team. Read more about TaxDome filters .

Modifica note

Web Mobile

To make changes to a note, click the Edit icon in the Notes tab or click the note from the account’s Overview page. Make your changes, then click Save.

To edit a note created by another team member, an employee must have Manage accounts permission . 

From the Notes tab of the account, you can edit existing notes—plus view, archive, or pin them to the top of your list. All changes are saved automatically.

Collega le note a attività

Collegamento di note a attività ti aiuta a garantire che tutti i dati importanti siano disponibili a portata di mano. Ad esempio, se disponi di informazioni sulla banca di un cliente accounts conservato all'interno account note, è possibile collegare questa nota per riconciliare accounts attività .

1. Fare clic sul collegamento Collega note account nella parte superiore della attività finestra di creazione o modifica. Poiché le note sono account -specifico, non puoi accedere a questa opzione se stai creando un attività per due o più accounts .

2. Seleziona la/le nota/e. Puoi collegare qualsiasi nota creata in precedenza per il cliente account . Uno attività può avere un numero qualsiasi di note collegate.

Una volta collegate le note, puoi visualizzarle nella sezione Note Account . Fai clic sull'icona a forma di croce per scollegare le note non necessarie.

Collega le note a lavori

Linking notes to jobs helps make them immediately available in your workflow when needed. Notes can be linked to jobs by a firm owner or any team member who is either assigned to the account or has granted the View all accounts permission .

1. Fare clic su lavoro per espandere il lavoro casella, fare clic su Collegamento in alto, quindi selezionare Note nel menu a discesa.

2. Seleziona la/le nota/e. Puoi collegare qualsiasi nota creata in precedenza per il cliente account . Uno lavoro può avere un numero qualsiasi di note collegate.

Una volta collegate le note, puoi vederle nella sezione Note nella finestra espansa lavoro casella. Fare clic sull'icona a croce per scollegare le note non necessarie.

Nota

Notes are different from job comments . Job comments are created inside a job and are visible only inside it. Unlike them, notes are created inside an account and could be linked to any number of jobs for this account.

Condividere

Collegamento copiato