Client Communication Notes Instructions

Instructions	Image	Good to Know
Client Notes are enabled by Permissions on Roles under Company Account. Roles can have permissions as follows: View Notes Add Notes Edit Notes Delete Notes		Only Role 4 has Client Notes permissions by default..
Company Account: Client Settings: Note Types Client Note Types can be created to classify the note entries on the client profile. 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.
On Client profile, Notes section is now present for those users with permissions.
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.
When creating a new Client note, the following fields are required: Note Type Title Notes Click Save.		Notes marked “private' will only be viewable by the user who created the note and users with Role 4 permissions.