Adding & Deleting Client Notes
Adding Client Notes
Step 1
Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients.
Step 2
Click once on the client you would like to make a note for to open up the client details section (the menu will slide into the view on the right side of your screen)
Clicking 1 time will slide open the client details section. Click the client again to close this menu.
Step 3
In the client details section click on "Notes" tab to access client notes.
Any notes that have already been stored for the client will appear below the [+ Note] button.
Each note will have a time stamp and a name so you know who made the note and when.
The note above was created on July 31st, 2019 at 12:37 PM by the user "Master Application".
Step 4
To add a new note, click inside the text area field and type your note. Click the [+ Note] button to save the note and add it to the client details menu.
Deleting Client Notes
Step 1
Follow the steps listed above to access the client details section and open the client notes tab.
Step 2
Locate the note that you wish to remove from the client's record and click the "x" button immediately to the right of the text in the note.
Step 3
The system will alert you that you are about to delete a client note. If this was a mistake, click the [Cancel] button. If you do desire to delete the note click the [Sure!] button.
If you do decide to delete a client note, there is no way to recover the information. Be sure you are removing the correct note to avoid data loss.