Create New Client Intake Note : Solution Center

Create New Client Intake Note Print

Modified on: Thu, Feb 28, 2019 at 3:32 PM

1. Open client profile

2. Select Notes from the sidebar

3. Click Create New Note

4. Enter Date Created, Hours, select Privacy Group (learn more about Privacy Groups here), Tags (if applicable), and the note

5. Click Add Note

6. Note will appear below

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