Notes & Messages
About Notes & Messages
Notes & Message allows you to add additional notes of any kind to the client’s file. It records who entered the notes and the date the note is created.
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How to Add notes to a client file
Go to:
Clients & Matters sidebar menu > Clients tab > find the Client’s Name > Actions menu > Notes & Messages.
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On the “Client Notes” screen, type your notes in the provided text field and click save.
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You can also add more than one notes to the client’s profile. All notes added are displayed on the same screen.
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How to View client notes
To view your notes, go to:
Clients & Matters sidebar menu > Clients tab > find the Client’s Name > Actions menu > Notes & Messages > on the “Client Notes” screen, you are able to view all information entered for that particular client.
How to Edit or Delete client notes
Clients & Matters sidebar menu > Clients tab > find the Client’s Name > Actions menu > Notes & Messages > on “Client Notes” screen, if you have several notes for the client, find the note you want to make changes to > actions menu > Edit or Delete.
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Updated on: 07/02/2023
Thank you!