- Software Solutions
- The Britixo Software
- Britixo CRM
- Practice Management
- PMS Modules
- Industry Specific PMS
- Accounting Practice Management
- Customer Management Practice
- Real Estate PMS
- SaaS For UK Accountants
- ERP Software
- Hosting Solutions
- SSH Shared Hosting
- Corporate VPS
- Cloud Hosting
- Dedicated Servers
- Links
- Get Started
- Login
- Help Centre & Resources
- Our Terms
- Contact Us
- Partnership
- Links Map
- Other Services
- Arrange On-site or online Meeting?
BRITIXO Core CRM Software
Industry Specific Software Solutions
Core Features
Built-In Modules
Resources & Help Centre
How to Add and Manage Notes, Files & Tags for Clients in Britixo Practice Management?
Organise and document everything about a client by attaching internal notes, uploading files, and categorising them with tags.
Log in to Britixo Go to https://britixo.com/app/login and sign in.
Go to the Clients Section From the left menu, click: Customers → Clients
Select a Client Click the name of the client you want to update. This opens the full client profile.
Click the “Notes” Tab Inside the client profile, click on the “Notes” tab.
Write Your Note Enter your internal comments, reminders, or meeting notes in the text field.
Click “Add Note” Your note will be timestamped and saved under the Notes section. Only staff can view these notes.
Click the “Files” Tab Navigate to the “Files” tab within the client profile.
Click “Upload File” Select a file from your computer. You can upload documents, images, PDFs, contracts, etc.
Add a Description (Optional) You can label the file with a short description to help with searching later.
Click “Upload” The file will be stored securely under the client’s profile.
Click “Edit Client” On the client's profile page, click the pencil/edit icon at the top.
Scroll to the “Tags” Field Add or select one or more tags to categorise this client (e.g., “VIP”, “Property”, “North Region”).
Click “Save” Tags will now appear next to the client’s name in the list view for quick filtering.
Why Use Notes, Files & Tags?
Notes help your team stay aligned on client history
Files keep all client documents in one place
Tags make it easier to group and filter clients by type or status
- © Britixo Software
- © CRM
- © Practice Management
- ⚙️ Settings & Customisation
- Accounting & Bookkeeping Software UK
- Accounting and Bookkeeping Module Guide
- ERP
- Help Centre
- Real Estate Management Guide
- Real Estate Management Module
- 🎟️ Support & Tickets
- 👥 Clients & Contacts
- 👨💼 Team / Users & Permissions
- 📊 Reports & KPIs
- 📘 Getting started
- 📤 Estimates, Proposals & Contracts.
- 📤 Invoicing & Billing
- 🗂️ Projects & Tasks
- 🧲 Leads & Sales
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
Get Started with Free 14-Day Trial Britixo Cloud-based Software Solutions
Want to Arrange On-site Meeting with Britixo Experts First?
Britixo
Secure, Compliant Built For UK Businesses!
All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
Mailing Address: 71 - 75 Shelton Street, London, WC2H 9JQ, United Kingdom. UK: +44 845 508 9546. INT: +1 845 335 4280. Click here for Live Chat.
Useful Links:
Practice Management Software
Industry Specific Solutions
Client Relationship Management
Pre-activated Features
Pre-activated Modules
Additional Modules & Features
Accounting and Bookkeeping
Real Estate - Property Management Software
Enterprise Resource Planning
Support Desk
Resources & Helpful Articles.
Log in / Register
Terms of use
Terms & Conditions
Cloud Hosting Solutions
Digital Partnership
Strategic Partnership
Website Designing
Website Development
Custom Development
Website Maintenance
BRITXIO IS THE TRADING NAME / BRAND OF PIXIE TECHNOLOGIES LLC. A REGISTERED COMPANY WITH COMPANY NO: 10053865 .
COPYRIGHTS PROTECTED © BRITIXO UK 2025
Chat with us
