Private notes are for anything your team should know about a client: how they like to be quoted, who signs off, agreed discounts, history. Customers never see them.
Write or update notes
- Open the client from Clients.
- Type in the Private notes box on the left. It is a plain text box.
- Notes save by themselves a moment after you stop typing, or when you leave the box; the heading shows Saved.
How notes reach your quotes
When you start a new quote from the client's page, the client's private notes are copied into the quote's own Private notes (shown in the editor as Hidden from customer). The copy belongs to the quote: you can edit it there without changing the client's notes, and later changes to the client's notes don't alter existing quotes.
A quote's private notes can be edited at any time, even while the quote is live with the customer.
Who can see them
Everyone in your organisation can read and edit private notes. They are never shown on the customer's quote page, in the PDF or in emails.
Last updated 19 October 2026