video1.0<iframe src="https://www.loom.com/embed/6a70d82ee31a41cf846010501db93336" frameborder="0" width="1820" height="1365" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13651820Loomhttps://www.loom.com13651820https://cdn.loom.com/sessions/thumbnails/6a70d82ee31a41cf846010501db93336-91bb4e9873f65b29.gif141.9236Hi, I'm Edgar, the head of Product Advise Kit, and I'm excited to introduce you to our latest feature. We've enhanced the Notes tab with Case Notes for client interactions and Intake Notes for staff assignments. You can categorize notes easily for better organization and understanding of client history. Watch how to add notes, categorize them, and include relevant links for a comprehensive client record. Don't forget to explore the reporting functionality we're developing!