Notes can be viewed in 2 ways:
- Navigate to the sidebar menu and click on the Clients, then click Client Notes, or
- Navigate to the Client page for a particular Client and scroll to the Client Notes section
TIP: Client Notes can be created directly from the Client page by scrolling to the Client Notes section and clicking Create Note.
Additionally, when viewing a Client Note you can quickly return to the Client page by clicking on the Client name just below the heading.
