Notes are internal by default. Change a note to Client visible only when you want to make it eligible for deliberate placement in a client Guide. The visibility setting belongs to each note; changing one note does not expose every note on the client.
Where do I review notes?
Open the client and go to Office → Notes. The page includes General Notes, Plan Notes, and Template Fields.
Plan Notes can come from supported accounts, liabilities, Goals, income, Giving, and insurance policies. You can also edit a note from the source record where its Notes field appears. Both locations update the same underlying note.
How do I make a note client-visible?
Open Office → Notes or the source record.
Find the applicable note.
Write the explanation the client should read.
Select the visibility control until it reads Client visible.
Add the corresponding General Note or Plan Note component to the intended Guide.
Preview the Guide and confirm the correct note appears.
Select the control again to return the note to Internal. The note records its last-edited time when the content or visibility changes.
Can I edit a note directly inside a Guide?
Yes. An advisor can edit the text of a General Note or Plan Note component directly in the client Guide editor. The edit saves back to the same source note as you type; there is no separate Guide-note Save button and no second copy to maintain.
A Plan Note shows the source record's identity and, when available, an action to open that account, liability, Goal, income, Giving, or insurance source. A General Note shows the note title. Use the identity before editing so you do not change the wrong source note.
Clients and printed reports see note content as read-only. They cannot edit the source from the Guide.
Where does a client-visible note appear?
Client-visible is an eligibility setting, not automatic portal placement. A General or Plan Note becomes part of the client experience when the advisor adds the corresponding note component to a visible Guide.
The Guide component references the source note. Edit it from Office Notes, the source record, or the Guide editor and the other locations use the updated content.
Internal notes are excluded from the eligible Guide-note list. If a note already used by a Guide becomes Internal, the advisor sees an advisor-only placeholder and the client does not see the note. Preview the Guide after changing visibility or content.
What belongs in each visibility mode?
Use Internal for meeting debriefs, incomplete analysis, compliance context, sensitive follow-up, and advisor shorthand.
Use Client visible for an explanation that is accurate, complete, and useful in the Guide, such as why an account is excluded, why a Goal assumption differs from a source value, or what the client should understand about a recommendation.
Before delivery, review Office Notes, then preview the visible default Guide. Visibility protects the note source; the Guide preview confirms the client presentation.