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Account Notes give each company one durable record of the relationship. Notes written in MSPortal, structured QBR log entries, and notes synced from Autotask all appear in the same searchable history. A QBR log entry is a structured record of a business review: what was discussed, what was agreed, and what was actioned, with an owner, a due date, and a completion state on every commitment.
Account notes are internal. They are visible to your staff, never to company users.

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Where to find them

The QBR Log tab appears on meetings that are linked to a company. It is not shown to company users.

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Adding a note by hand

1

Open the notes list

Go to Settings > Companies, open the company, and select the Notes tab.
2

Click Add note

Choose the Kind: Account note for a free-form note, or QBR log for a structured business review entry.
3

Fill in the entry

Give it a Title and a Date. An account note takes a rich text body. A QBR log entry takes Discussed, a list of Agreed decisions, and a list of Actioned commitments with an owner and due date.
4

Save

The note appears at the top of the account history.

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Generating a QBR log entry from a meeting

1

Open the meeting's QBR Log tab

On any meeting linked to a company, select QBR Log.
2

Generate the entry

Click Generate from this meeting. MSPortal builds the entry from the meeting summary, agenda, meeting notes, action items, and transcript, along with the last few log entries for that company so follow-ups on earlier commitments are picked up.
3

Review and edit

Edit anything that is not right. Use Regenerate with AI to rebuild the entry. Commitments you have already ticked as Done survive a regeneration.
Commitments captured in an entry are also added to the meeting’s action items, so follow-ups are chased in the same place as the rest of the team’s work. An owner who matches a member of your staff is assigned automatically; anyone else, such as a client contact, is left unassigned with their name kept on the item.

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Writing entries automatically after a meeting

Turn on Update the QBR log automatically in Settings > Operations > Calendar > Post-Meeting. After a meeting summary is sent, MSPortal writes the QBR log entry for that company with AI. The entry is written a few seconds after the summary is sent. The QBR Log tab shows that the entry is being written rather than an empty state. Automatic entries are skipped for:
  • Meetings that are not linked to a company
  • Technician visits, service calls, and internal meetings
  • Entries that were already edited by hand, so your team’s edits are never overwritten

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Tracking commitments

Each commitment carries a description, an owner, a due date, and a Done tick. The entry header shows how many are still open, for example 2 of 5 open, and the Account Notes card on the company overview shows the open count across the company. Tick a commitment as done directly in the list. The change is saved immediately.

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Filtering and searching

The notes list has:
  • A search box across note bodies, titles, authors, and types
  • A kind filter: All notes, Account notes, or QBR log entries
  • A note type filter for Autotask note types
  • Sorting by newest, oldest, note type, or author
Entries are labeled by origin, so an AI-written entry shows AI generated and a synced Autotask note shows From Autotask.

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Saving notes into Autotask

This section applies to companies linked to an Autotask integration. Other companies keep their notes in MSPortal.
When you create or edit a note, pick an Autotask note type and turn on Push to Autotask when saved. MSPortal files the note in Autotask as a Company Note of that type. Editing the note again and saving updates the same Autotask note rather than creating a second one. Note types come from your Autotask picklists and refresh with the daily integration sync. To have automatic QBR entries pushed as well, set Push QBR log entries to Autotask as in Settings > Operations > Calendar > Post-Meeting. Leave it on Do not push to Autotask to keep automatic entries in MSPortal only.
Notes already synced to Autotask appear once in the account history, not twice. Deleting a note in MSPortal does not delete the copy in Autotask.

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When a push fails

A failed push never loses the note. It is saved in MSPortal and marked Autotask sync failed with the error from Autotask. Use Sync to Autotask on the note to retry once the cause is resolved, such as a note type that no longer exists or a company that is no longer linked.

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Troubleshooting

The tab only appears on meetings linked to a company, and only for staff. Set the company on the meeting, then reopen it.
Check that Update the QBR log automatically is on in Settings > Operations > Calendar > Post-Meeting. Entries are also skipped for technician visits, service calls, internal meetings, meetings without a company, and entries already edited by hand. You can always write one with Generate from this meeting.
Note types come from the daily Autotask picklist sync. Confirm the company is linked to an Autotask integration and that the integration has synced at least once.
Regenerating rewrites the entry. Completed commitments are preserved, but wording you changed by hand is replaced. Entries edited by hand are never regenerated automatically, only when you click Regenerate with AI.

Meeting Summaries

Wrap up a meeting and send the client summary that seeds the QBR log

Meeting Pages

Capture notes, agendas, and action items during the meeting

Company Overview

See account notes and open commitments alongside the rest of the client picture

Autotask Integration

Connect Autotask so notes can be filed as Company Notes