Before you begin
You can add (or edit) a client note only if you have at least View Only Access permission to the General Privileges > Client privilege.
Add a note
To add a note to a client:
- In the main menu, select Clients. A list of all active clients is displayed. You can filterA filter provides a quick way to display only selected clients, jobs, quotes, work in progress, invoices and purchase orders based on pre-defined criteria. the list if you wish.
- Drill down on the name of the client that you wish to add the note to.
- On the client details screen, select the Notes tab.
- Click + Create Note.
- In the New Note dialog, add the note and its information. For more information about each field, see the Data field reference section below.
- Save your changes.
Edit a note
To edit a client note:
- In the main menu, select Clients. A list of all active clients is displayed. You can filterA filter provides a quick way to display only selected clients, jobs, quotes, work in progress, invoices and purchase orders based on pre-defined criteria. the list if you wish.
- Drill down on the name of the client that you wish to edit.
- On the client details screen, select the Notes tab.
- Drill down on the title of the note you wish to edit.
- Edit any information as required. For more information about each field, see the Data field reference section below.
- Save your changes.
Data field reference
| Field | Description |
|---|---|
| Title | The note title. For example: Client signoff |
| Phase | Use the phase Phases allow you to organise your job tasks, milestones, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. phases are specific to each job, so if you create phases for one job they will not be available to another job. Job templates can contain phases and those phases can be pre-populated with selected tasks, costs and milestones. field to group all notes on a specific topic together. Either select an existing phase from the drop-down list or create a new phase by typing in a name. Any existing phases are listed below the Save button on the Notes tab, and you can select the phase name to view notes in that phase. |
| Description | The information you wish to include in the note. For example: Client has agreed to 53 swipe card readers to be installed. Can we please arrange for signoff? |