Learn how to create and manage client notes in Trova. These FAQs provide step-by-step instructions for writing, saving, and attaching documents to notes, ensuring thorough and organized client records.
11 articles
How do I create a new note for a client?
How do I add a note to my client in the client profile?
What formatting options are available for notes?
Can I link items to the note, such as URLs?
How do I hyperlink a URL in a note?
How do I save a note to a client’s record?
What does Save for Later do in the notes section?
Can I edit a note after marking it as complete?
Why can’t I save my note, the buttons are not enabled?
What is the character limit for a notes?
What if I want to upload a note to the note section?