This article and video will assist you with adding a key note to a client's account. Key notes are great way to have important customer information easily visible to staff.
NOTE: The maximum number of characters allowed for a key note is 500 characters.
1. Add Key Note From Client Summary Page
Select their name from lookup and click on the No key note yet +. If there is an existing key note select the edit pencil next to the existing key note to add to or change the key note.
2. Add Key Notes From 'Notes' Tab
Key notes can also be added from the Notes tab. Click on the Notes tab after searching for the client name, then click on Key Note. Add in the key note details and click on Update Key Note.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Customer Management : General - Can access client options
- Customer Management : General - Can edit prospect / client key notes