How to Edit Notes and Attachments in Your Client’s Profile
To efficiently manage your clients, you can add notes and attach files to any client’s profile. These notes can be very beneficial to your business, and it means of use are limitless, and it can be customized to fit your business needs, Also you can share these notes and attachments with your clients or keep them for yourself.
To add a new note and attachment, please follow these following steps:
- Through the “Clients” tab, Select the “Manage Clients” option.
- Through the Clients list, Click on the client’s row to view the client or you can also click on the blue button at the right-hand side corner then select the view option to be able to view the client
- Through the client view page, click the “Note / Attachment” tab to be able to edit any notes or attachments.
- Next To the note you wish to edit, click the “Edit” button to start editing the note.
- Edit the note as required then click the “Save” button.
- To delete a note click the “Delete” button then when the confirmation message populates click on “Yes” to confirm deleting the note.