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 client's page.

4. Select the Note Type

• Set the Note Type dropdown to Client Notes

5. View Notes

• The notes table displays:

  • Subject

  • Body content

  • Created Date

  • Associated Service

  • Creator Name

6. Hover to View Full Text

• If the Body content is cut off, hover over it to see the full text in a tooltip.