Track client activities easily on the XILO Dashboard

We're excited to announce a much anticipated update to our notes feature that will smoothen out the notes experience across the platform!
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‍Let's take a closer look at the update

Update to Notes

Now you can view, add, and update notes on your client table, kanban board, and client details page. No matter where you access your notes the experience will be the same across the board giving you access to all of your notes on an individual. We've also added the ability to capture when the event occurred as well as being able to tag the source of where the note originated from (Email, SMS, Phone Call, etc.)

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As always, our Customer Success team is here to help you explore and utilize the new feature. We're committed to your success and look forward to hearing your feedback.

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