Add notes to a client record

You can add notes any time you speak to your clients, or whenever you want to record information.

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. On the Notes tab select Add note and type in the box.

  4. Edit the date and time as required, then select the type of Note from the list. Format the note using the icons below the box.
  5. Select Save. The note is displayed with the time and date.

  6. To edit the note, select the edit icon next to your name.
  7. If you want the note to be always visible, select the pin icon to pin it to the top of the list.