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Client Management

Add an interaction note for a contact

Add notes to a contact's interaction history to track communications that aren't phone calls, phone messages, or email messages.
The Note feature lets you add notes for contacts, which then appear among the interactions for those contacts.
note
This screen is available only if you are licensed for the Client Management module.
To add a note about an interaction with a contact, follow these steps.
  1. Select the
    Add
     button in the toolbar.
    • If the Note icon appears on the button, select the button.
    • If another icon appears on the button, select the arrow for the icon and choose
      Note
       from the menu.
  2. In the
    Note
     window, select the contact in the
    Regarding Contact
     field and company in the
    Of
     field. If a contact is selected in Practice CS when you select the
    Add
     button, this information fills in automatically.
  3. In the
    Importance
     field, select
    High
    ,
    Low
    , or
    Normal
    .
  4. Enter a subject for the note in the
    Subject
     field. There is a maximum of 50 characters for this field.
  5. Enter text in the
    Note
     field.
  6. When finished, select
    OK
     to save the note and close the
    Note
     window.

This article applies to:

  • Product: Practice CS
  • Subject: Clients