The notes feature in Thena lets you capture key insights, updates, or customer-specific actions directly under an account. Whether it’s internal prep for a QBR, strategic decisions from a support call, or reminders from onboarding—notes bring critical context into the account timeline.With flexible privacy settings, editable note types, and multi-user collaboration, notes are more than comments—they’re structured knowledge assets.
Notes under accounts give teams a structured way to capture, organize, and act on insights. With support for privacy, ownership, collaboration, and automation—Thena turns notes into a living layer of customer intelligence.
It’s your team’s shared memory, built into every account.