Add Client notes

Security role required:   View all Jobs

You can add information related to a job and this information will be stored in the Notes & Reminders tab of the client's record in Contacts.

• You might want to add a note about a client paper when it comes in, or record a phone conversation and set a reminder to follow up on this in a few days time.
• You could also set reminders for regular client visits/phone calls.
• You can set up as many note category types as required, to help you locate required information quickly and easily. For example, you could have a note category named Coding notes.

Tip: Add reminders with the note, so you can receive automatic e-mails on specified dates.

To add a note

1. Click Jobs & Billing > Jobs.
2. Click a job to open the Job Details screen.
3. Click Add Note to add a new note.
4. Enter note information.
5. Set an e-mail reminder, if required.

1. Click Save.

To view client notes

In the Job Details page, click See All Notes. to access the Notes & Reminders tab of the client's record in Contacts.