Here are the steps to capture a client note:
Navigate to the Clients page
Select the client for who you would like to record a note
Go to the Add, then Note on the right-hand button
Select who else (if any) you would like the note viewable by: Staff, Client, Relationships
Complete note and click Publish.
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on email@example.com.