Using the Client and Contact Notes Pane in Client Dashboard

The Client and Contact Notes pane in Client Dashboard displays a condensed view of all notes associated with the open client, including notes assigned to other staff. Most note details display on cards that are organized in one to three sections. You can also add and edit notes using this pane.

Note: The following Administration Manager > Client Manager security group functional rights apply to notes:

• Client notes you create. Client notes > Own notes > Add, Edit, View, Delete
• Client notes others create. Client notes > Others' shared notes > Edit, View, Delete
• All contact notes. Client profile > Contacts > Edit, View

You can do the following to display or hide cards in each section:

• Click More to show additional note cards in a section.
• Collapse a section that you are not interested in viewing.

Card Details

Note cards can contain the following details:

Card Actions

• Open a note. Click the subject area to review, edit, or delete a note.
• Change the category. Select a different value to change the note category. Categories are defined for the firm in Lists > General Lists > Notes Categories.
• Use the toolbar. The toolbar displays if you have rights to edit the note. You can use the toolbar to do the following:

• Button		Description
  Edit due date		Select a different due date or remove the due date.
  Mark complete		Mark a note complete.
  Mark incomplete		Change the status of a completed note to incomplete.
  Change staff or assignment		The action depends on the presence of a due date. Staff. If there is no due date and no action is required, change the staff name to the person most familiar with or interested in the details described in the note. Assign to. If there is a due date, change the staff responsible for completing the action described in the note.
  Delete note		Delete a note.

Managing Note Detail

Use the following steps to add, edit, or delete notes.

Adding and Editing

1. Do one of the following:
   • Add a note. Click at the top of the Client and Contact Notes pane.
   • Edit a note. Click the note subject area on a card.
2. Do the following, as needed:
   • Client/Client contact. If you are adding a note, the client open in Client Dashboard is selected. Accept the selection or do the following to choose a different client name or contact name:
     1. If you are adding a note for a contact, first select Client Contact.
     2. Begin entering the client ID, client sort name, or contact last name. As you type, a list of matching clients or contacts displays.
     3. Select the client or contact and press Enter. You can also scroll or use the keyboard arrow keys to find a client in the list.
   • After a note is saved, you cannot change the Client selection to Client Contact or vice versa.
   • Category. Select a category. Categories are defined for the firm in Lists > General Lists > Notes Categories.
   • Date. Accept the current date or click and select a different note date. This date can be for any activity. Keep in mind that the dates for when the note was created, last edited, and completed are automatically recorded and display at the bottom of an open note.
   • Due date. Do any of the following:
     • Select Today, Tomorrow, or In one week from the list.
     • Click and select a date when an action is expected to be done.
     • Clear the due date. The card for this note will then be grouped in the General Notes section on the Client and Contact Notes pane for the selected client.
   • Subject. Enter a note subject. The subject displays on the note card; the note body does not. Consider a subject that allows you and other staff to identify the purpose of the note from the Client and Contact Notes pane.
   • Note. Enter the note text, which can be any information about the client or details that require action or follow up.
   • Staff/Assign to. If there is no due date and no action is required, the field name is Staff. Enter your name or the name of the staff that is most familiar with or interested in the details described in the note.
   • If the note has an assigned due date, the field name is Assign to. You must select the staff responsible for completing the action described in the note.
     1. Begin entering the staff name. As you type, a list of matching staff displays.
     2. Select the staff and press Enter. You can also scroll or use the keyboard arrow keys to find staff in the list.
   • Complete. Select Complete if all note related tasks are done. The card for this note will then be grouped in the Action Completed section on the Client and Contact Notes pane for the selected client.
3. Click to save the note.

Deleting

To delete a note, click on the card toolbar or at the top of an open note, and then click Delete to permanently remove the note.