Person profile (Client info tab) — free text about the person themselves: how to communicate with them, what a colleague should know during handover. NOT shared with AI. Max 2000 chars, 1 field per client.
Notes & wishes (own section on the profile) — structured instructions and context with types:
- DO — what fits this client
- DONT — what does not fit
- Context — background information
- Inspiration — ideas and references
- Temporary — temporary notes
- Internal — only for the team, not for AI
These notes (except Internal) ARE included with AI content generation.