Sales
To add notes or attach document(s) in a client's file
- Select “Clients” from the navigation menu.
- Select “Manage Clients”.
- Select the Client’s file you wish to add a note or attachment in.
- Click the button “Add Note/ Attachment“.
- Input the attachment and note details
- Date: Set the date of attaching the document.
- Time: Set the time of attaching the document.
- Action Performed: Select the performed action.
- Click on “Edit Actions List” to edit or add actions to the list. For more information, please refer to the tutorial “Editing Appointment Actions List”.
- Update Status to: Select a status using the drop-down menu as needed.
- Click “Edit Statuses List” to add, edit or customize statuses, for more information please refer to the tutorial “Customizing Client Statuses“.
- Note: Type in the required notes with the help of the wording tools.
- “Share With Client” Checkbox: Check to share the document with the client.
- Attachments: Click the button “Upload” to browse your device or drag and drop the file to upload it.
- Click “Save”.
Note that Appointments can be linked with notes and attachments, for more information, please refer to the “Scheduling Appointments through a Client’s File” tutorial.
To display notes and attachments from a client's file
- Select “Clients” from the navigation menu.
- Select “Manage Clients”.
- Select the Client’s file you wish to display a note or attachment from.
- Click the tab “Notes/ Attachments“.