Adding Client Notes

1. Select Clients in the sidebar on the Main Screen, then select the Client and open their record by pressing the “Edit” button or double click on the Client’s name to open their record.
2. On the Client record, select the “Notes & Issues” tab.
3. To add a Note, click on the add icon.
4. A new line will appear for a new note.
5. Select the appropriate “Note Type,” from the drop down menu.