Capture a client note

How do you capture a client note?

Updated over a week ago

Here are the steps to capture a client note:

  1. Navigate to the Clients Page

  2. Select the client for whom you would like to record a note

  3. Press Create Note in the right hand corner of the page

  4. Select who the note is viewable by through the share button

  5. Complete the note and click Complete

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