🔍 What is IO Notes Sync?
IO Notes Sync allows you to compare your existing CRM notes in Intelliflo Office (IO) with your Assist-generated meeting summary—and update CRM in a controlled, review-first way.
Using a side-by-side view, you can:
View CRM notes alongside your meeting summary
Edit either before saving
Append new content to existing notes
Push updates back to CRM
⚠️ Nothing is updated automatically—you stay fully in control.
🧠 Why this feature exists
We introduced iO Notes Sync to give advisers more visibility and control when updating CRM notes.
With this feature, you can:
See existing CRM content before making changes
Decide exactly what gets written back to CRM
Avoid accidental overwrites
Reduce manual copy and paste
🔨 How it works
📍 Where to find it
Open a meeting summary in Assist
Click “Update to CRM”
This opens the CRM Notes comparison modal
👀 Viewing and comparing notes
You’ll see a side-by-side layout:
Left panel – CRM Notes
Pulled directly from IO
Represents current CRM data
Fully editable
Right panel – Assist Summary
AI-generated meeting summary
Fully editable
This makes it easy to review and compare before taking action.
⚙️ What actions you can take
➕ Add to CRM Notes
Appends the Assist summary to existing CRM notes
Keeps historical content intact
Does not overwrite anything
📤 Push to CRM
Saves your reviewed notes back into IO
Updates CRM via API
Requires confirmation before completing
❌ Close
No changes are saved
CRM remains unchanged
🔗 Integration with IO CRM
When using this feature:
CRM notes are retrieved when the modal opens
The latest note is always fetched
Updates are only sent after you confirm
Joint client behaviour
Notes are retrieved and updated based on the primary client linked to the meeting
🔁 Reprocessing behaviour
CRM is not updated automatically when summaries change
Updates only happen when you click “Push to CRM”
There is no automatic overwrite behaviour
⚠️ Known limitations
API dependency
This feature relies on the IO Notes API being available
Empty notes issue
IO may return a 500 error when notes are empty
A workaround is in place, but stability is still being monitored
Joint clients
Only the primary client’s note is used at fact-find level
Customisation Tooling (CT)
“Update to CRM” may not appear if:
You’re using custom templates
Required soft fact sections are missing
👉 Ensure your template includes the correct sections for this feature to display.
👥 Who can use this?
Only Available to firms integrated with IO CRM