> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://danalix.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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.

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_rqpe74.png)

# 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.

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_rbn1qb.png)

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


![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1w34tit.png)

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


![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_14z8f02.png)

# 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.


![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_tn5f95.png)