How do I create a note?

Client cases can have notes added to them to keep track of important information. These notes serve as a way to document any relevant details related to the client.

To add a note, you can follow these steps:

1. Click on the Notes tab located at the top right of the screen.
2. Once you are on the Notes page, click on the Add Note button.
3. A new section will appear where you can enter the content of your note.
4. After entering the note, click on the Save button to save it to the case.

By adding notes to client cases, you can ensure that all important information is recorded and easily accessible whenever needed.