Add client note
add_client_noteAdds a private note to a client's profile Notes tab across all locations, visible to your team only. Use it to record internal context the client never sees; line breaks become paragraphs.
Instructions
Add a note to a client's profile, seen by the team only.
Adds a note to the client's Notes tab for all locations, as the profile's Add note does. Only the team sees it; the client is not told. Line breaks become paragraphs.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| text | Yes | Note text. | |
| client_id | Yes | Client id from list_clients. |