# Client Review App Notes Destination **URL:** \ **Category:** Flow Production Tracking\ **Created:** [August 16, 2019, 4:18pm UTC](https://community.shotgridsoftware.com/t/client-review-app-notes-destination/620 "2019-08-16T16:18:07Z")\ **Posts on this page:** 4\ **Page:** 1
**Author:** ![SuzanneGiant](https://sea1.discourse-cdn.com/shotgunsoftware/user_avatar/community.shotgridsoftware.com/suzannegiant/32/416_2.png) [@SuzanneGiant](https://community.shotgridsoftware.com/u/SuzanneGiant)\ **Post date:** [August 16, 2019, 4:18pm UTC](https://community.shotgridsoftware.com/t/client-review-app-notes-destination/620/1 "2019-08-16T16:18:07Z")
Hi Shotgunners, I have gotten our studio up and running using the client review site weekly with our client. I’m wondering is there a way you can manipulate where notes get saved. So on every asset our project has, I have a particular notes thread structure that is built per department like this: ![Notes%20Thread](https://global.discourse-cdn.com/shotgunsoftware/original/1X/884c949e7318775bb130998c4c83252aca1e48d9.jpeg) So any notes for texturing go into the TXT thread, rigging goes into rigging etc. etc. You’ll see there’s a notes thread for Client Notes to keep them separate. However, whenever notes get added to Client Review Site playlist, they appear as new notes - what I call ‘floating notes’ as they don’t have a Subject. They pop in like this: ![Floating%20Client%20Review](https://global.discourse-cdn.com/shotgunsoftware/original/1X/384826abedcc9ca92e921a0b35b22cfa45769d7f.jpeg) Is it possible to change the destination of notes input via client review site? So they they would automatically go into/ update an existing thread? As a sidenote as well, I know when a client clicks ‘Approve’ within the CRS it marks the version as approved, but is it possible for it to also trigger a task status? We have tasks for client review and it would be great if it triggered that as well. Would love to hear people’s thoughts 🙂 Thanks S ---
**Author:** ![SuzanneGiant](https://sea1.discourse-cdn.com/shotgunsoftware/user_avatar/community.shotgridsoftware.com/suzannegiant/32/416_2.png) [@SuzanneGiant](https://community.shotgridsoftware.com/u/SuzanneGiant)\ **Post date:** [August 16, 2019, 4:22pm UTC](https://community.shotgridsoftware.com/t/client-review-app-notes-destination/620/2 "2019-08-16T16:22:52Z")
Here’s another example where there are a load of separated notes threads all containing client notes whereas I want to have them all in one asset notes thread called Client Notes: ![notes](https://global.discourse-cdn.com/shotgunsoftware/original/1X/dafff05724e10ffd99f4bf1044505cb2651122f6.jpeg) ---
**Author:** ![Beth](https://sea1.discourse-cdn.com/shotgunsoftware/user_avatar/community.shotgridsoftware.com/beth/32/117_2.png) [@Beth](https://community.shotgridsoftware.com/u/Beth)\ **Post date:** [August 16, 2019, 7:36pm UTC](https://community.shotgridsoftware.com/t/client-review-app-notes-destination/620/3 "2019-08-16T19:36:42Z")
Hi Suzanne, It looks like you are using the Note `Subject` as the “Grouping” mechanism for department/client Notes and then you are using Replies within a Note to keep all department related conversations together. That is a creative option, but any new Notes made within the Client Review Site (CRS) will not be addable to your client thread, which can only contain Replies. A Note and a Reply are two different entities and handled differently in the UI. Each new Note created on the CRS will only be added into Shotgun as a _new_ Note linked to it’s specific Version/Parent Link/Playlist. The `Subject` of the Note coming from the CRS will always be the title of the Playlist the Note came from. Additionally, Notes from the CRS will have the `Client Note` field checked. This field by default is only visible to users of the Manager and Admin Permissions Roles and is a good way to quickly filter for all client Notes. I’d like to offer up an alternative solution. Instead, make use of your Note `Type` field. You can add the departments as a list item in that field, including “Client”. Then you can group or filter by the `Type` field to find all Notes that pertain to that department, or to the client. Within each individual Note, users can have threaded conversations as needed. This would require a change to your workflow and users would need education to ensure the `Type` field is filled out on Note creation, but I feel it’s a better way to manage Notes based on the way Shotgun works. Here is some more reading on the Note entity: - [General Note functionality](https://support.shotgunsoftware.com/hc/en-us/articles/220057587-Notes) - [Review Notes](https://support.shotgunsoftware.com/hc/en-us/articles/219030278-Review-Notes) Cheers, Beth ---
**Author:** ![Beth](https://sea1.discourse-cdn.com/shotgunsoftware/user_avatar/community.shotgridsoftware.com/beth/32/117_2.png) [@Beth](https://community.shotgridsoftware.com/u/Beth)\ **Post date:** [August 16, 2019, 10:46pm UTC](https://community.shotgridsoftware.com/t/client-review-app-notes-destination/620/4 "2019-08-16T22:46:29Z")
> [@SuzanneGiant](#): > > As a sidenote as well, I know when a client clicks ‘Approve’ within the CRS it marks the version as approved, but is it possible for it to also trigger a task status? We have tasks for client review and it would be great if it triggered that as well. **Short Answer:** If you want a CRS “Approve” click to be linked to the change of a Task Status, that could be accomplished using the [Event Trigger Daemon and Shotgun API](https://support.shotgunsoftware.com/hc/en-us/articles/219031398-Shotgun-API). It’s recommended that a member of your pipeline team set that up. If you don’t have a developer type that fits the bill, I can private message you our consulting partners that can help in these matters. **Details:** The Client Review Site “Approve” button on a Version relates to the `Client Approved` checkbox field and subsequent `Client Approved at` (date and time) and `Client Approved by` (name of client user) fields on the Version. This allows you to search for all Versions marked `Client Approved` and then you can update the Version Statuses accordingly. If a client enters a note in the comment field of the CRS and then hits “Approve” that Note will have a similar `Client Approved` checkbox field checked on it. ![38%20PM](https://global.discourse-cdn.com/shotgunsoftware/original/1X/fca6c089d639b6d65fe4153ae8eee4a57bc8c9a0.png) This is how that same approval Note from the CRS looks in Shotgun: ![40%20PM](https://global.discourse-cdn.com/shotgunsoftware/original/1X/bc7aea3fc51243f6592cc42eed202f416f4f27c0.png) Cheers, Beth