As part of a recent update to the note editor, you can now access a client's previous notes directly from inside a new note. This means you can reference or load prior session content without leaving the note you are working on.
Open a note for the client.
Click the Ask button inside the note editor. A sidebar panel opens on the right.
Select Open a previous note from the options in the panel.
Choose the note you want to view or load from the list.
Can't see the sidebar? Make sure you have a note open in the editor.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.