2 min read · under 1 min to set up

Video Walkthrough

https://www.loom.com/share/0a4e3a6d2a394416b6331fee20a45c37

Why this matters

Before this, there was no place in Sage to jot a quick note on a prospect or client. If you wanted a reminder to follow up, or context from a conversation, you had to keep it in your head or track it in a separate spreadsheet outside Sage.

Every Client, Contact, and Referrer profile now has a Description field: a free-text notes box, with no character limit, right on the record. It's useful when:

• You want a reminder to follow up with a specific prospect, without leaving Sage to track it
• You want to leave context from a call for the next person who opens that record
• You want your whole team to see, at a glance from the directory list, which records already have notes on them

Does this fit your organization?

If your team currently tracks follow-ups or prospect context outside Sage, in a spreadsheet, a notebook, or just memory, this replaces that workaround. If you don't track this kind of informal note today, you may not need to change anything.

Prerequisites

• None. The Description field is already available on every Client, Contact, and Referrer profile.

How to set it up

On web

1. Find the Description column in the Clients, Contacts, or Referrers list

Open Clients, Contacts, or Referrers from the left nav. The Description column sits between Status and Related Contacts, so you can see which records already have a note without opening anything.

2. Sort the list by Description