Managing Client Notes

• Adding Client Notes

  1. Access the Client Section Go to the > Client section in the left pane. 2. Select the Client Choose the client for whom you want to add a note. 3. Navigate to the Notes Tab Click on the Notes tab at the top of the client's pa ...

• Editing Client Notes

  1. Access the Client Section Go to the > Client section in the left pane. 2. Select the Client Choose the client whose note you want to edit. 3. Navigate to the Notes Tab Click on the Notes tab at the top of the client's page. ...

• Viewing Client Notes

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose notes you want to view. 3. Navigate to the Notes Tab Click on the Notes tab at the top of the cli ...

• Deleting Client Notes

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose note you want to delete. 3. Navigate to the Notes Tab Click on the Notes tab at the top of the cl ...