Working with Clients
Notes
Keep case-file notes tied to a client, link them to specific assets, debts, or policies, and find them fast with search and filters.
Introduction
The Notes page is where case-file documentation lives for each client: meeting recaps, underwriting notes, legal recommendations, and anything else you want recorded against the file. Every note is tied to the client. Any note can also be linked to a specific asset, debt, beneficiary, or coverage record when the context matters.
What the page shows
The Notes page is a two-pane layout on desktop. The left pane shows every note in a scrollable list. The right pane shows the full content of whatever note is selected. On mobile, the two panes toggle: picking a note from the list opens it full-screen, and a back button returns you to the list.
Page header at the top with an Add Note button.
Search and filters below: a search box that matches titles and content, a year filter, and a newest-first or oldest-first sort toggle.
Note list showing each note's title, a preview of the body, the entity badge if the note is linked to something, and the creation date.
Empty states reading No notes have been added yet when the client has nothing on file, or No notes match your filters when filters are active.
Creating a note
Click Add Note from the Notes page, or use the Add Note button in the top bar of the client overview. A modal opens with three fields:
Title: a dropdown of common titles (annual review, discovery, underwriting, and others), or type a custom one.
Content: the body of the note, with formatting support for bold, italics, lists, and headings.
Link to entity: optional. See the next section.
Click Save to commit the note. There is no auto-save. The note exists once you save, and not before.
Linking a note to an asset, debt, beneficiary, or coverage
If a note only makes sense in the context of one specific thing, link it. On the note form, enable Link to entity and pick the type (asset, debt, beneficiary, or coverage) and the specific record. The note then shows up in two places:
On the Notes page, with a small badge naming what it is linked to.
On the detail page of that asset, debt, beneficiary, or coverage, under the Notes section.
When you add a note from the detail page of an asset, debt, beneficiary, or coverage, DNA pre-fills the linked entity for you. Use that shortcut instead of creating the note manually and linking after.
Finding a note
The left pane supports three ways to narrow the list:
Search: matches on both the title and the body content.
Year filter: limits the list to notes created in a specific year.
Sort order: switch between newest-first (default) and oldest-first.
Editing and deleting
Click any note in the list to open it in the right pane (or full-screen on mobile). An edit button in the detail view opens the note in an editable modal. A delete button asks for confirmation before removing the note. Deletions are permanent.
How notes feed the rest of DNA
Notes you add show up in two places outside of the Notes page:
Recent activity feed on the client overview: each new or updated note creates an entry that links back to the note.
Helix: the assistant reads notes when you ask it questions about a client, so the case-file details you record here inform the answers you get.