Everything BeornNotes can do

Configure your lists exactly the way your team works: show or hide columns, move them around, and filter and sort. Grid layouts save automatically, so it's exactly how you left it next time. If your administrator allows it, layouts, sorts and filters can also be saved, named and loaded back in whenever you need them.

An integrated messaging system localized within the platform, so critical communications never get lost in a spam folder.

A robust built-in ticketing system for support inquiries, so users can request help and track it through to resolution. Users can also create support tickets automatically by sending an email to Support@BeornNotes.com from the address on their account.

Short narrated how-to videos walk new users through the record form, notes, documents, lists and tags, while advanced features stay ready as your needs grow. Watch the how-to videos.

Import and export data in customizable formats, with unlimited tagging and Full Text Search to find anything fast.

A complete audit trail tracks who changed what and when, with time zone support and optional Two Factor Authentication.

A complete Workflow system streamlines how work flows between users, keeping tasks efficiently managed.

Hide, require, rename, and reorder fields — including custom Date, Text, Currency, Integer, and lookup field types. Required fields appear with a light blue background. Dates and amounts can have minimum and maximum values, and text fields can be limited to a minimum and maximum length.

Work across multiple tabs with auto-saved layouts, and turn on record locking to keep teams from colliding on the same data. Your tabs are saved too, so when you log out and back in, they're just as you left them.

All date fields have shortcut keys: T for today, + or − to move a day, and Y, Q, M or W for the start of a year, quarter, month or week — lowercase for the end.

A Dashboard that shows what needs your attention: unread messages, open tasks and upcoming important dates, with an at-a-glance chart.

Track crucial notes, significant dates, and relevant documents so essential information is always at your fingertips.

Add, edit, and remove tags to organize cases and clients your way. Tag something as New, Urgent, Pro Bono, or anything else that fits how your team works.