# Notes and files

> Keep notes and files on a customer, and edit or remove them.

import { Steps, Aside } from '@astrojs/starlight/components';

Notes and files live on the customer's **Overview** tab, in the **Notes** and **Files** tabs at the bottom of the page.

## Notes

### Add a note

<Steps>

1. Open the customer and go to the **Notes** tab on the **Overview** tab.
2. Click **Create Note**.
3. Fill in **Name** and **Description**.
4. Click **Create note**.

</Steps>

Notes from your CRM come in with the sync and show up in the same list.

### Edit or remove a note

Open the **⋯** menu on a note:

- **Edit** opens the note. Click **Save changes** when you're done.
- **Delete** asks *Remove this note?*. Click **Remove** to remove it.

Success plans have their own notes too. See [Success plans](/projects/success-plans/).

## Files

### Upload a file

<Steps>

1. Open the customer and go to the **Files** tab on the **Overview** tab.
2. Click **Upload new file**.
3. Give the file a **Name** and pick the **File**.
4. Click **Upload file**.

</Steps>

Each file shows its name and upload date. Click **Download** to get a copy.

### Rename or remove a file

Open the **⋯** menu on a file:

- **Edit** lets you change the name. Click **Save changes** when you're done.
- **Delete** asks *Remove this file?*. Click **Remove** to remove it.

<Aside type="caution">
Removing a file deletes it for good. Download a copy first if you might need it.
</Aside>

Files on a playbook you share with your customer can be shown to them. See [Playbooks](/projects/playbooks/).