How do I view/add/edit/archive Client and Client Coordinator Notes?

Client/Client Coordinator Notes can be used by back-office staff to provide administrative updates about Clients.

1. to add a new Client Note, navigate to Client Profile>Overview>Client Notes and select +Add Client Note.
   
   
   
   
2. Enter a comment and select a Type. Optionally, check Client Coordinator Note. 
   
    Note Types for Client/Client Coordinator Notes are configurable.
   
   
   
   
3. Click Save to add the note to the Client's profile.

To edit Client Notes, select the Edit button.

 To archive a note that is no longer relevant, click the downward arrow next to Edit and select Archive.