You can add a Client Specific Note from an employer profile or an Employer Contact Note from a client profile.
Both of these options will add a contact note to the employer's profile and client's profile linking them together.
To add a new Client Specific Note in your Supported Employment Software, you need to go to Employers on the menu bar and select View all employers from the drop-down menu.
Select the employer from the employers list.
Select Add Client Specific Note.
The Client Specific Note box will open. Enter the relevant information, ensuring you select the Client from the drop-down box 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 Employer Contact History.
In the screenshot below you can see the client-specific note we added to the employer's profile has also been added to the client's profile.
You can also add an employer note from this screen (Client Profile), by selecting Add Employer Contact. The steps to do this are exactly the same as above. Any time duration will also be added to the client's SLI Counter if this option is selected..