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.

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.



On the “Client Notes” screen, type your notes in the provided text field and click save.




You can also add more than one notes to the client’s profile. All notes added are displayed on the same screen.

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.

Updated on: 07/02/2023