Any Way To Put Notes In The Inbox or MyForms?

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    Asked on January 25, 2017 at 12:07 PM

    Can I use the inbox feature as a form of client management where I can enter notes?

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    Answered on January 25, 2017 at 12:46 PM

    Unfortunately, there is no option to put a note in the Inbox or MyForms. However, you can organize the forms by creating a folders. Please refer to this guide:

    If you are referring to a different issue, let us know and please provide more details. Thank you.