Use a note; for example, in a current traveler to take notes of your initial meeting with them. No more physical sticky notes!
Select Note as the Type from the drop-down menu, enter Date and Time, Assigned To, Link To (Client, Traveler, Trip or Supplier), and Subject/Note Description (free-flow).
By checking Private other advisors will not be able to see the activity, but it can be seen by an admin or manager.
Add a Tag to identify something and use that identification to search in the future. Learn more about Tags.
Click Save Activity at the top right corner of the screen.