Keep better track of client visits with profile work notes
27 October 2026
This update introduces dedicated work notes on client and business profiles so your team can easily log details about client visits. We've also expanded our API to support these new notes and pull additional employee department data.
New
- Clients: You can now capture and view internal work notes directly on client and business profiles to track visit details or special requirements. These notes are safely preserved even if you merge duplicate records.
Improved
- Clients → Business list: Added informational tooltips to the business table so you can quickly read details without having to open the full profile.
- API: Your custom integrations can now read and write client work notes, as well as look up an employee's additional assigned departments.