Notes

Notes



Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo

Overview of Client Notes, for full written user guidance please click here

The video contains guidance for all users on the client notes functionality including the following key areas:
  1. Adding / viewing notes
  2. Adding Subnotes
  3. Searching and filtering notes 
  4. Exporting notes to Excel 


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