This article applies to:

Use client notes in e-Form RS

You can add, view and delete notes from the client's profiles.

To add notes to an existing client profile:

Select My Clients
, then select a client.

If it's a new client, add your notes in the Notes
field while you're creating a new client profile.

Select Edit Client
.

Add your notes in the Notes
field, then select Save Changes
.

To view notes that you've previously added to client profiles:

Select My Clients
, then select a client.

Select Display Notes
.

You'll find the notes corresponding to the selected client in a drop-down row within the client list.

Select Display Notes
again to undo the drop-down view.

To delete notes from an existing client profile:

Select My Clients
, then select a client.

Select Edit Client
.

Remove the notes in the Notes
field, then select Save Changes
.