Browsing Notes
Notes are displayed in a two-column card layout, ordered from most recent to oldest. Each card shows the note content, the author, the date it was created, and a note type tag where applicable.
Note Types
Notes can come from two sources:
General notes – Notes created directly on the client's profile by your team.
Task notes – Notes that originate from a Support Coordination task. These are marked with a Task tag and are created from within the Tasks section of the platform, where staff can add notes against individual tasks linked to the client.
Creating a Note
Click Create Note in the top-right corner to add a new internal note against the client. Notes are for internal use only and will not be shared with the client.
Searching and Filtering
Use the search icon to find notes by keyword. Use the filter icon to narrow notes down by:
Author – Filter by the staff member who wrote the note.
Note Type – Filter by the type of note.
Source – Filter by where the note originated.
Date – Filter by a specific date or date range.
Deleting a Note
Click the three-dot menu on any note card and select Delete to remove it.
Printing Notes
Click the print icon in the top-right corner to print the client's notes.