If you receive any emails or notes that don’t pertain to any clients in you account or have items that you’d prefer to keep private. Try creating a private contact in your account that only you have access to, to do this:
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Go into the contact’s details tab and add yourself to the ‘Client Team’
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Scroll down to ‘Privacy’ and make your contact either private or hidden (by default it will remain public).
You can then store emails on that contacts timeline or create work (which will inherently be private / hidden and visible to only the Client Team).
