Add a Client Note/Memo

A Client Note is different than adding a Client Progress Note.

Adding a Client Note is more of a Client Memo. These Notes will display on the Agenda when you hover over a Client's Name.

1. Locate Client and open Client Profile.

   

   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    
2. On Details tab, locate Client Notes field.
3. Enter Note. There is no character limit.
    

   

   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    
4. Click Save in the top right.
    

   

   
   
   
   
   
   
   
   
   
   
    
5. To view the note on the Agenda click the Card icon beside the client's name.