Adding or Editing Client Contact Notes

You can add or edit notes that document specific information about your contacts. Client contact notes can be for your own reference, or they can be assigned to other staff.

To add or edit client contact notes, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
2. Do one of the following:
   • Add a new client profile. See Adding a New Client for more information.
   • Open an existing client profile. See Editing a Client for more information.
3. Click Contacts under Profile information on the navigation panel.
4. Do one of the following to display the client contact profile:
• Add a contact. Click New on the button bar to add a contact.
• Copy a contact. Select a client contact in the grid and click Copy on the button bar to create a contact based on the selected contact.
• Edit a contact. Select an existing contact and click Open on the button bar.
5. Click Notes on the navigation panel.
6. Do one of the following to display the Note - Client Contact window:
• Add a note. Click New on the button bar to enter a new client contact note.
• Edit a note. Select a note in the grid and click Open on the button bar to edit an existing client contact note.
7. Enter information for the client contact note. Explain the components of the window.

Component	Description
Category	Use the list to assign a category to the note. See Setting Up Notes Categories for more information.
Staff	Select an active staff to assign the note to. Enter text in the box to search for client ID, sub-ID, or name. As you type, the results update and the first matching item is highlighted. You can do the following to select an item: Press Enter to select the highlighted item in the grid. Move from the box to select the highlighted item in the grid. For example, you can press Tab or select another field or button on the window to move focus from the box. Use your mouse to select a record in the grid. Use your keyboard up or down arrow to highlight an item in the grid, and press Enter. Note: Records are filtered in the grid based on report name, and are sorted in ascending order.
Date	Enter a date or click the down arrow to select the correct date.
Subject	Enter a subject that provides information about the note.
Note	Enter the note for the client contact.

8. Click one of the Note - Client Contact window Save buttons or cancel to return to the client contact profile.

Button	Description
Save	Saves the changes and the window stays open for editing.
Save & New	Saves the changes and opens a new window to create a new client contact note entry. This option is available only when you are creating a new client contact note entry.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.

9. Click one of the client contact profile Save buttons or cancel.

Button	Description
Save	Saves the changes and the window stays open for editing.
Save & New	Saves the changes and opens a new window to create a client contact. This option is available only when you are creating a client contact.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.

10. Click one of the client profile Save buttons or cancel.

    Button	Description
    Save	Saves the changes and the window stays open for editing.
    Save & New	Saves the changes and opens a new window to create a new client entry. This option is available only when you are creating a new client entry.
    Save & Close	Saves the changes and exits the window.
    Cancel	Exits the window without saving your changes.

Note: For information about updating multiple selected clients, see Editing a Client.