Notes Nested Tab

This article was developed to describe the "Notes" nested tab (i.e., subtab) found within the Client Dashboard and its function.

The "Notes" nested tab creates and stores notes with all types of information regarding a specific client. This includes reminders, client responses, notes on a call, changes to a contract, etc.

This article includes the following topics:

• Notes Permission
• Adding a new note
• Creating a note template
• Editing or deleting an existing template
• Searching, filtering, and deleting notes

Notes Permission

1. From the Admin tab, click on Settings from the Navigation Bar.
2. Click on "Note Settings" (highlighted in red below).
3. Click on the "Notes Permissions" option in the left-hand panel of the page. A page like the example below will open.
   
4. From this page, you can manage which roles can only view or view and create specific note types.
5. To change individual roles and/or note types, click the downward arrow next to the appropriate role and note type and select "View" or "View & Create."
6. If you wish to edit permissions in bulk, click the "Bulk Edit Permissions" button (see red arrow in the image above).
7. The Bulk Update Note Permissions popup will then open (see image below).
   
8. You will see two dropdown menu options available. The first dropdown menu is where you can select the roles to edit, and the second dropdown menu is where you can choose the note types to edit (see the table below for a detailed description of each.
   

   In the Select Role dropdown menu, click one or more roles you wish to update note permissions for. For example, in the image on the left, we have selected Super Admin, Admin, and Manager (see the top part of the image seen here).           In the Note Types dropdown menu, click one or more note types you wish to update permission for. For example, in the image on the left, we have selected  Call, Settlement, and Attorney (see the bottom of the image seen here).

9. Below the two dropdown menus are two radio buttons. Choose the permission (View Only, or View & Create) that you wish to assign to the roles and note types you just selected.
   
10. Once you have selected the roles and noted the types to change permissions for, the "Update Permissions" button in the bottom right corner will become active. Click the Update Permissions button to complete the bulk update permission changes.
    
11. The Note Permissions table will update to reflect your changes (see highlighted listings in the image below).
    
    
    

Adding a new note

1. Go to the Client Dashboard > click the Notes nested tab. (NOTE: The top section of the Notes tab is specifically for creating notes.)
   
2. The Create Notes window opens.
3. You can notify others of the note you are creating by choosing a user from the "Notify Users" field within the "Note Content" section (see the middle left side of the image below).
   
4. When finished, click the Save Note button.

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Creating a note template

Note templates are great for quickly adding a prewritten note that you may use on a regular basis such as "File Approved".

1. From the Admin tab, click on Settings from the Navigation Bar.
2. Click on "Note Settings" (highlighted in red below).
3. Click on the "Notes Templates" option in the left-hand panel of the page.
   
4. Click the "Create New Note Template" button shown below.
   
5. A "Create a Note Template" pop-up dialog box will now open as seen below. 
   
   
6. When finished, click the Save Template button found at the bottom left of the pop-up.

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Editing or deleting an existing template

1. From the Admin tab > click Settings, located in the Navigation Bar.
2. Click on "Note Settings" in the Navigation Bar.
3. Click "Note Templates" from the left-hand panel (see below)
   
4. Click the "Edit" button found in the row listing the Note Template you wish to edit (see red arrow in the image above). 
5. The template opens (see the image below). Once you make your changes, click the "Save Changes" button found on the bottom right of the template screen.
   
   

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Searching, filtering, and deleting notes

1. From the Contacts tab, click the Notes nested tab.
2. Scroll down to the Existing Notes section.
   
3. Do any of the following to search or filter through notes:
   
   • Type any keywords in the Search Notes field (see the image above) to filter notes with those keywords; OR
   • Select a category from the Show Filters option (see options below) at the top right of the Existing Notes section (see top right of the image above), to filter by note type, the date the note was created, who created the note, etc. (example: notes on calls, notes about settlements, etc.). 
4. To DELETE a particular note, hover over the right side of the note row, and a small trashcan image will appear. Click on that trashcan image to delete the note.
   
   

   IMPORTANT
    It is not recommended to delete a note!

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