NOTE: Notes are private between you and other Admins. Your Clients won’t see your notes.

 

To edit a note:

  1. On the Clients page, under Clients, hover over Client you’d like to view, and click VIEW.
  2. In the Client Overview panel, under Notes, click ••• next to the note you’d like to edit.
  3. Click EDIT NOTE.
  4. Make your changes.
  5. Click SAVE CHANGES.

 

To delete a note:

  1. On the Clients page, under Clients, hover over Client you’d like to view, and click VIEW.
  2. In the Client Overview panel, under Notes, click ••• next to the note you’d like to edit.
  3. Click DELETE NOTE.
  4. A confirmation window will appear. Click DELETE to confirm your choice.

 

To add a note:

  1. On the Clients page, under Clients, hover over Client you’d like to view, and click VIEW.
  2. In the Client Overview panel, to the top right of the Notes section, click ADD NEW.
  3. Enter your note.
  4. Click ADD NEW NOTE.