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.

4. Select the Note Type

• Make sure the Note Type dropdown is set to Client Notes.

5. Edit a Note

• Find the note you want to edit and click the pencil icon under the Action column.

6. Make Changes to the Note

• In the Edit Note modal, update the Subject or Body fields as needed.

7. Save Changes

• Click Save to apply your changes.

• The note will be updated in the table.