Create Client History Record

The History sub-panel allows you add general notes and documents related to your client’s case history.

 

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. Search for the required Client.

If the client you need does not exist in your database, create a new client.

 

Step 3. Open the Client record

 

Step 4. Scroll to the History Sub-panel

 

Step 5. Click Create Note or Attachment

 

Step 6. Enter a subject and notes

 

Step 7. If required, click Choose file in the Attachment field

Find the required file on your computer

 

Step 8. Click save to save the record

The record is saved and appears in the History List for the Client

 

Step 9. Click the Subject link to review the record

The saved note is displayed.

 

To Edit or add details to the note, click the edit button and update as required.

 

To view the attachment, click the attachment name link.

 

Further Information

For further information, refer to the following articles:

• Search for a Client