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Account Notes give each company one running record of the relationship. Notes you write in MSPortal, QBR log entries and notes synced from Autotask all appear in the same list. This page is for MSP staff. A QBR log entry is a structured record of a business review. It lists what was Discussed, what was Agreed and what was Actioned. Each commitment under Actioned has an optional owner, an optional due date and a Done tick.
Account notes are internal. Company users never see them. Company users can read shared meeting information and meeting summaries instead.

Find and read account notes

Search, filter and read the history, and understand the origin labels.

Create and update notes

Save a note or a manual QBR entry, update commitments and push to Autotask.

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Before you start

  • You need Write access to Calendar, Meetings or Companies settings for the company to add or edit entries. Deleting needs Manage access.
  • The QBR Log tab only appears on meetings that have a company set.
  • Generating a QBR entry with AI needs Write access to Calendar or Meetings, and an active subscription.
  • Pushing notes to Autotask needs an active Autotask integration with the company linked. See Autotask integration.

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Where to find account history

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Generate a QBR entry from a meeting

1

Open the meeting

Go to Calendar, open a meeting that has a company set, and select the QBR Log tab.
2

Click Generate from this meeting

MSPortal builds the entry from the meeting notes, agenda, action items and transcript. It also reads the company’s recent QBR entries, so follow-ups on earlier commitments are picked up. The entry is saved as soon as it is generated. A QBR log entry generated message confirms it.
3

Review the entry

Check Discussed, Agreed and Actioned. Click Edit to fix anything that is wrong, then click Save.
Commitments from the entry are also added to the meeting’s action items. An owner whose name matches one staff member is assigned automatically. Any other owner, such as a client contact, is left unassigned and the name is kept in the item’s notes. Commitments that match an existing action item are skipped. Later QBR edits and Done ticks do not change the action items.

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Regenerate an entry

1

Open the QBR Log tab

Open the meeting and select QBR Log.
2

Click Regenerate with AI

This button replaces Generate from this meeting once the meeting has an entry.
3

Confirm

The Regenerate this entry? dialog warns that the entry will be replaced. Click Regenerate with AI to continue.
Regenerating replaces handwritten edits. A commitment keeps its Done tick only when the new commitment has the same description, ignoring capital letters. If the entry was already pushed to Autotask, the Autotask copy is updated too.

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Write entries automatically after a meeting

1

Open Settings > Operations > Calendar

Select the Post-Meeting tab.
2

Turn on Update the QBR log automatically

This setting is on by default. After a meeting summary is sent, MSPortal writes the QBR entry for the meeting’s company with AI. The meeting’s QBR Log tab shows Writing the log entry until it lands, usually within a few seconds.
3

Choose whether to push to Autotask (optional)

If Autotask is connected, set Push QBR log entries to Autotask as to a note type. Leave it on Do not push to Autotask to keep automatic entries in MSPortal only.
4

Click Save

The Save button is in the page header.
Automatic entries are skipped for:
  • Meetings with no company.
  • Meetings of type On-site Tech Visit, Service Call or Internal Meeting.
  • Entries you already edited by hand, including a saved Done tick.
  • All meetings, while Update the QBR log automatically is off.
You can always write an entry yourself with Generate from this meeting.

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Track commitments

Each QBR entry shows a count such as 2 of 5 open next to Actioned. Tick Done on a saved entry and the change saves immediately. The count belongs to that entry only. The company overview card shows each recent QBR entry’s own open count, not a company-wide total.

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Save notes into Autotask

This applies to companies linked to an Autotask integration. Other companies keep notes in MSPortal.
  1. Open the note dialog and choose an Autotask note type.
  2. Turn on Push to Autotask when saved.
  3. Click Save.
Editing a pushed note and saving with Update the Autotask copy when saved turned on updates the same Autotask note. The full steps and failure handling are in Create and update account notes.

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Troubleshooting

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Frequently asked questions

No. Account Notes and the QBR Log are internal company history. Public meeting notes, meeting action items and the summary email are separate.
No. In the company Notes tab click Add note and choose QBR log. On a meeting’s QBR Log tab click Add entry when no entry exists.
No. It generates and saves the entry in one step.
No. It depends on the setting, the meeting type, the company and any earlier edits. Background work can also fail, so open the QBR Log tab to confirm.
No. Only AI generation adds action items. Add them yourself on the meeting for a manual entry.
No. Deleting removes the MSPortal note only. See Create and update account notes.