Support Center – Notehouse
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Using Notehouse

  • How to Change the Date and Time on a Note
  • How to Add a Note
  • How to Create a Client
  • How to Add/Remove Tags
  • How to Export Clients
  • How to Import Clients
  • Closing and Reopening Clients
  • How to Reassign Case Managers
  • Viewing Your Clients
  • Viewing and Previewing Attachments
  • How to Delete a Client
  • Viewing Upcoming Dates
  • How to Upload Attachments
  • How to Send Feedback In Notehouse
  • How to Add Important Dates
  • How to Save Searches

Categories

  • Account and Login Help
  • Billing and Subscription
  • Data, Security, and Privacy
  • Getting Started
  • Organization Management
  • Using Notehouse
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