What's New
A running log of the features and improvements we have shipped to make Notehouse faster, safer, and easier to use.
We made it easier to control who can do what on your team. A new permissions table, right inside your user settings, lays out exactly what each role can see and change, from view-only access up to full account owner. We also tightened the most sensitive actions, so billing, your organization's file label, and custom fields are now reserved for the account owner. Your most important settings stay in safe hands.
How user roles workNeed to update the email you sign in with? You can now do it yourself from your account settings, no support ticket required. We send a quick verification to keep your account secure.
How to change your emailA new Advanced Settings area lets an account owner delete their entire organization and all of its data from one place, with a clear confirmation step and a friendly goodbye page so nothing happens by accident.
How to close your organizationYou can now permanently delete a client along with every related note, important date, and file attachment. It is the clean, complete way to honor a right-to-be-forgotten request or simply remove records you no longer need.
How to delete a clientCharts are now interactive. Click any bar or segment to instantly see the exact clients or notes behind that number, so you can move from the big picture to the details in a single click.
How to view reportsExport exactly the clients you are looking at: any filter you apply now carries through to your export. A new advanced search mode also lets you search several fields at once to find the right people faster.
How to export clientsSelect multiple clients at once and act on them together, so routine clean-up and updates take seconds instead of one-by-one clicks.
Not sure how to build the report you have in mind? Just describe it in plain language and let Notehouse's AI assistant put it together for you, ready to refine and export.
Our biggest release yet. The new Reports page turns your clients and notes into clear, interactive charts. Filter by any date range, spot trends at a glance, and export polished results to PDF or Excel whenever you need to share them.
How to view reportsCustom labels for your client fields now live at the organization level. Set them once and your whole team shares the same consistent labels, no matter who created the record.
How to set up custom fieldsSearch has grown up. Look across every client field at once, combine multiple search terms, and see your matches highlighted right on the client's page so the information you need jumps out.
How to save searchesManage everything about your plan without leaving Notehouse. Add or update your payment method with a built-in card form, view invoices, see your next charge, and open the billing portal any time.
How to manage your subscriptionYou can now set a custom date and time on a note. Recording something that happened last week? Your notes can reflect when the work actually took place, keeping every client's timeline accurate.
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