Adding a Staff Note to your clients profile.
Select Clients from the menu bar, then select View all Clients from the drop down menu.
Select your client from the list. Alternatively you can also select them from the main dashboard under the list My Assigned Clients. Below we will select Aroha Ataahua.
When you have the clients profile open, select Add Staff Note.
The New Client Contact Note box will open. Enter the relevant information and click Save.
If you leave the Applied to SLI Counter checked Yes, the time duration will be added to the SLI counter.
You can see below that the note has now been added to the contact history and the time duration of the contact has been added to the Total Hours (SLI) counter.