video1.0<iframe src="https://www.loom.com/embed/93de551a0e574af6a77fa69df828a77b" frameborder="0" width="1722" height="1291" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12911722Loomhttps://www.loom.com12911722https://cdn.loom.com/sessions/thumbnails/93de551a0e574af6a77fa69df828a77b-ba983a21b51c150d.gif120In this video, I demonstrate how to utilize the add note and view note features for jobs and clients. By filtering for a specific job and client, we can easily add different types of notes such as financial, operational, or client-specific messages. Financial messages are restricted to you and administrators only. I showcase how to add and view notes, highlighting financial messages in red. No action is requested from the viewers.