In this article, you will learn how to add or update notes
Accessing the Notes section
The final step in the client setup process is the Notes section. This section can be accessed both during the initial client creation and later when updating an existing client.
Adding Notes
During the client setup, you can add notes in the "Notes" section. This section also provides formatting options, including Bold, Italic, and Underline.
Hyperlinks
To insert a hyperlink, select the desired text and click on the link icon.
To remove a hyperlink, select the linked text and click the unlink icon.
The Notes section allows you to enter up to 2,000 characters. Once you have added the necessary details, click "Save & Finish" to save the data.
Updating Notes:
If you need to update or add notes after the initial setup, follow these steps:
Navigate to the Dashboard by clicking on the logo.
In the Manage Clients list, locate the relevant client and click the Edit icon in the corresponding row to open the client details page.
In the Notes section, you will have two options based on the initial setup
Add: If no notes were added during the initial setup, you will see a "+ Add" option. Click this button to enter new notes. Please check this section for more details.
Add/View Note: If notes were already added, the two most recent entries will be visible. To view additional notes or add new ones, click the "+ Add / View Note" button.
After clicking the "+ Add / View Note" button, a slider will open displaying all previously added notes.
Within the slider, you will find:
A list of previously added notes.
An option at the top to add a new note.
To view a note, click the "View" icon. The note content will be displayed in a pop-up window.
To edit a note, click the "Edit" icon. The note’s content will be prefilled in the editor, allowing you to make changes. After editing, click "Update" to save changes.
Please click "Reset" if you want to clear the new data in the editor box and pre-load the existing data if you are editing the notes.
If you do not wish to make any changes, click the close icon
at the top right of the slider to close it.
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