Skip to main content

How to Add a Note

  • Updated

 

Doc. Number Article Title Effective Date Version
FHC-XX How to Add a Note April 06, 2026 4.2

 

This article was developed to describe how to add a note within the Client Dashboard found within the FORTH CRM. This article includes the following topics:

For more information on setting up permissions for Note Settings, see our Help Center article titled "Note Settings".

Overview

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.

 

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.)
    Contacts Tab to Client Dashboard to Notes Nested Tab View 2 Feb2025.png
  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).
    Client Dashboard to Notes Subtab Details View Feb2025.png
  4. When finished, click Save Note.
     
IMPORTANT
 It is not recommended to delete a note!

Back to top

 

Article Version History: 

Version Effective Date Description
Basic 03/31/2021 Initial Release
0.1 05/09/2022 Formatting tweaks only
0.2 01/18/2023 Added header and version control footer; reviewed to replace company references to now read Forth; Updated screenshots to reflect current user interface.
1.0 02/24/2023 Updated screenshots to reflect the latest changes to the user interface.
2.0 03/13/2023 Updated section on editing contacts to better reflect recent updates to the user interface.
2.1 02/22/2024 Refreshed most screenshots to better reflect the current user interface, provide more recent examples, and improve legibility where possible.
2.2 02/17/2025 Performed grammatical review; no subject matter review was made.
3.0 02/21/2025 I refreshed all screenshots to reflect the most up-to-date user interface and added a Notes Permission section.
4.0 03/12/2025 Added a "Creating a Note Type" section and reorganized the article for better understanding.
4.1 04/25/2025 Added "Overview" section header at beginning of the article.

4.2

04/06/2026

 Refreshed screenshots as where needed to better reflect the current user interface. Removed sections duplicated in the existing "Note Settings" article. Updated article title to better reflect the information being presented.

 

 

  

 


 

 

 

Related to

Related articles