---
title: "Client notes"
description: "Notes on the client card in Bulido are an internal text field where you jot down what's worth remembering about a contact: preferences, agreements, conversation context."
locale: en
category: clients
slug: client-notes
updatedAt: 2026-05-06
---
# Client notes

Every client in Bulido has its own **Notes** field. A place for anything that doesn't fit in the contact details. Notes are internal — the client doesn't see them.

## Where to find notes

Notes live on the client card, in the **Contact and notes** section of the profile. They're available in two places:

- **When creating a client**. The **Add client** form already has a **Notes** field.
- **Later, on the profile**. Go into **Clients**, click the client, click the notes field in the contact section, and edit directly.

Saving happens automatically or via a save button (depending on the edit mode). Bulido confirms with a *"Client updated"* message.

## What's worth writing down

Notes are for whatever doesn't fit in the structured contact fields. A few practical examples:

- *"Referred by John from XYZ Ltd."* — so you remember who to thank.
- *"Likes straight answers, short emails."* — communication style.
- *"Lives in the apartment above their parents, call ahead."* — logistics details.
- *"Verbal pre-quote agreed 14 Apr, send written by end of week."* — a to-do with context.
- *"After this remodel they're planning a kitchen too, circle back in 2 months."* — future opportunities.

## What NOT to put here

Notes don't replace:

- **Address**. The client and project addresses have their own fields.
- **Quote title**. Describe the project in the quote's **Quote title** field.
- **Payments and expenses**. Those live in separate sections inside a project.
- **Change history**. Bulido itself records what you did and when (see [project activity history](/helpcenter/projects/project-history)).

Best practice: keep notes short and concrete. If they start growing into paragraphs, you're probably better off with a separate notebook or file for the bigger projects.

## What's next

- [Add a new client to your database](/helpcenter/clients/add-client)
- [See the history of quotes and projects for a client](/helpcenter/clients/client-history)