How to note on the case of your client.
Recently updated on April 9th, 2024 at 12:15 am
This will assist you in making crucial notes in the client files.
- You can document items needed from the client.
- You can take down conversations with the client as well.
- Once you are in your dashboard you will see your list of clients and off to the far right you have a notes tab.
2. To add a note you will click on the pen-shaped marker. Once you do that another box will pop up where you see where it says to add a note and the client's name.
- Under the section Leave Your Note you will start to type on the line. This will allow you to document any pertinent information you may need to discuss with the client or something you discussed with the client.
- It also allows you to document information you need to retain for the case as well.
- Once you have entered the information you need in the note section then you will click Add Note and it will save it to the file and send you back to the dashboard.
3. If you have added notes to a client's file and would like to add more you again click the pen icon and it will pull up the box for you add your notes.
- It will also show all the previous notes you have entered.
- You again will start to type the new note you need to put in the file.
- Once you have typed your note you will click Add Note and it will save what you typed and refresh the dashboard for you.
- It will also show all the previous notes you have entered.
- You again will start to type the new note you need to put in the file.
- Once you have typed your note you will click Add Note and it will save what you typed and refresh the dashboard for you.
- You will know it saved as it will pop-up towards the bottom of the screen with Note Added Successfully.
4. Let's say you don't want to add a note again but want to see the last note you already have in there.
- You will then with your cursor hover over the exclamation point icon and it will show you the note you have on that individual client.
5. If you have put a note in that you need decided is no longer needed than you will click the pen icon and it will again pop up the screen where you can add a note and see the other notes you have on the case.
- You will then find the note you want to delete and click on the trashcan to the right of the note and it will no longer be there.
