Add notes to accounts and top sheet. Give clear instructions and context right where it matters.
How to Use:
- Hover over any account title and click "Add Notes"
- Write your note - it shows under the title or in the notes column
- Toggle notes visibility or click "Full Notes" to see everything
- Notes from top sheet can sync to PDF exports
Full article here - https://support.saturation.io/en/articles/10098198-project-notes