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To access this screen, go to Launch | Client Lookup. Then go to the Notes tab. Then click on either New or View.
The Notes tab allows different users to enter multiple notes against either themselves (via the Staff Control Panel Notes tab) or against individual clients (on the Client Maintenance Notes tab). These notes can then be edited, created or deleted individually allowing greater freedom on the notes stored on the client.
To create a new Note click New and enter the details and click OK. To edit an existing Note highlight and click on View and make the changes needed. Click on OK to save these changes.
To delete a note highlight and click Delete and confirm that you wish to Delete the note. If a note has been deleted then this action cannot be reversed.
A folder structure can also be created and to complete this right-click on an existing folder and click New. Right-clicking on the folder again will allow you to create another sub-folder, rename the existing folder or delete.
If deleting you will delete the folder, the folder's contents and any sub-folders (plus contents) and this cannot be restored. To delete these items you will have to confirm the on-screen prompt.
