Capture a client note

How do you capture a client note?

Jamie Frew avatar
Written by Jamie Frew
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 who you would like to record a note

  3. Go to the Add, then Note on the right-hand button

  4. Select who else (if any) you would like the note viewable by: Staff, Client, Relationships

  5. Complete note and click Publish.

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