video1.0<iframe src="https://www.loom.com/embed/fcbdca7c636f41cf949cad0b809dbc2d" frameborder="0" width="1878" height="1408" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14081878Loomhttps://www.loom.com14081878https://cdn.loom.com/sessions/thumbnails/fcbdca7c636f41cf949cad0b809dbc2d-c6240ef80c645c35.gif199.56This Loom explains how to use the Notes feature in the tool to leave memos for specific accounts or service line items. The speaker instructs viewers to select the relevant line item, click the note icon, and enter a free-form message before pressing save. Notes can be used to record special requirements or other relevant information for yourself or other users. After saving, the memo button turns pink so anyone viewing the account can see the note.