How to Add a Note

Notes are the primary way to document interactions, updates, and important information about your clients. Notes are part of each client’s record and appear in chronological order.

Table of Contents

• Creating a New Note
• Note Content

Creating a New Note

1. Open the client’s record
2. Locate the Notes section
3. Click into the text box
4. Enter your notes as needed.
5. Add attachments (Optional)
6. You can also adjust the note’s date and time for accurate record-keeping if needed. See "How to Change the Date and Time on a Note"
7. Save the note

Note Content

Notes can include meeting or call summaries, email follow-ups, status updates, observations, and next steps. There’s no character limit, and you can attach files directly to a note as needed.

If you have questions, please contact us at support@getnotehouse.com.