Random Notes in One Place
On the homepage, create a place that has just one blank page or blank pages with tabs (kind of like Microsoft One Notes) where you can just put random notes to type whatever with just a click of a button.
This is good when you are on a call with a client and let's say they wanted the email address for TD Ameritrade's customer service and Fidelity... You have that info on one page so it's easily accessible.
This would be quicker than having to look up TD Ameritrade, then Fidelity, it can be slow to upload... so One Page Blank Sheet... boom,done.
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Samantha
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