How do I add notes to a client?

Notes can be added to provide more detail about a client by using the notes feature on a client's client screen.

Note: You must be the owner of the client, or assigned access to the client, to be able to add, view, and edit client notes.

1. To start, navigate to the Clients Screen by clicking on the Records dropdown on the top blue bar. 
2. Select "Clients" from the dropdown and you will be taken to the Clients Screen.
3. You can also navigate to the Clients Screen by doing a search for clients by utilizing the search bar on the right side of the top blue bar.

1. Select a client from the list of clients to navigate to that client's info screen.

1. Once you have selected a client, navigate to the notes tab which is marked by a stick-on note icon. This tab is found on the bar of icons below the top blue bar.
2. On the notes tab, your first option will be to add a new note. To add a new note, expand the "Add New Note" dropdown by clicking the arrow icon on the far right side of the dropdown.
3. Below the "Add New Note " dropdown you will see a dropdown labeled "Entered Notes". If no notes have been entered you will see the message above: "No notes have been added to this client".

Add New Note

1. To add a new note, expand the "Add New Note" dropdown by clicking the arrow icon on the far right side of the dropdown.
2. In the field labeled "Note Date". you will see the current date and time. If you wish to change the date and time, click the calendar icon on the far right side of the field and a calendar pop-up will open allowing you to select a new date and time.
3. Enter your note into the space provided. Formatting options are available above the text area.
4. If the note is confidential it can be marked as such by clicking the toggle button next to "CONFIDENTIAL".
5. Once finished, the "Add Note" button on the bottom right side of the screen will turn blue. Click the button to save your note.

View/Edit Notes

1. To view or edit current projects, expand the "Entered Notes" dropdown by clicking the arrow icon on the far right side of the dropdown.
2. The note and date will display on the left side of the tab.
3. To edit the note, click the blue pencil icon at the bottom left of the dropdown.
4. To export and print a note, click the blue printer icon at the bottom left of the dropdown and your computer's print window will appear.
5. If you wish to delete a note, click the red trash can icon at the bottom right of the dropdown.