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Notes and reminders

You can use the timeline to capture notes or assign reminders for internal purposes.

To add a note, click the ‘Add note’ bar on the top of the timeline. This will open up a text field for you to capture notes.

To add a reminder, check the box ‘Add a reminder’ when adding a note. This will allow to select a date in future when this task will be due.

The notes and reminders you add is internal and will not be visible to the customers.

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