Create and Edit Notes

Create and Edit Notes

1. Notes can be created, edited and saved within Client Records, Policy Records and Claims Records. You can access the notes on a Client, Policy or Claim Record by clicking the Notes button

1. Once you have clicked on the Notes button, you can choose to create a “New” Note or “Edit” or “Delete” an existing one

1. Clicking “New” will allow you to create a new Note or a new Diary Appointment. For the purpose of this guide, we will look at Notes

1. If you choose to create a new Note, you will be provided with a Note window, so that you can key in all relevant information. Some of the fields will be compulsory, so you may need to ensure fields are filled before you can Save and exit

1. Once you are happy with your Note, click on “Save” and you will be returned to the Notes list. Click “Close” to exit the Note list. You can access and edit other Notes by double-clicking them, then repeating the “Save” and “Close” process once you are finished