Managing Client Communication Notes

How To:	Description:	Good to Know
Enable Client Note Permissions	Client Notes are enabled by Permissions on Roles under Company Account. Permissions can be granted to: View Notes Add Notes Edit Notes Delete Notes	Only Role 4 has Client Notes permissions by default.
Add Note Types	Client Note Types can be created to categorize the type of notes users will be able to choose from in the Client Profile. Go to Company Account>Client Settings: Click “+CLIENT Note Type “Client Note Type” field is required.	For Note Type to display on Client Profile, it must be marked as Active. Users cannot delete a note type that has been assigned to a note. Can be marked inactive.
Access Client Notes in the Client Profile	On Client profile, Notes section is now present for those users with permissions
Create a Client Note	Click “Add New Notes” to create a new Client Note. Complete the following Required fields: Note Type Title Notes THEN Click Save	Notes marked “private' will only be viewable by the user who created the note and users with Role 4 permissions. There must be at least 1 Note Type added to the company account in order to add a client note.
Manage the Client Note List	By default, the notes will display in order of creation date, most recent first. Notes page can be sorted by clicking on any column header. Notes can be filtered by Note Type, Created by, Created On, Last Updated by, Last Updated On. Click “Add New Notes” to create a new Client Note.	User can click on the icon in the Notes field to expand and show the full note content in a pop up. If permissions are provided users can also Edit and Delete a note

ClientCommunicationNotes.mp4