Create Client History Record

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



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

Client record details


Step 4. Scroll to the History Sub-panel

Client History Sub-panel


Step 5. Click Create Note or Attachment

New Client History record


Step 6. Enter a subject and notes

Client History Subject and Notes


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

Find the required file on your computer

History File


Step 8. Click save to save the record

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

Saved History record


Step 9. Click the Subject link to review the record

The saved note is displayed.

Saved History Record


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:




Updated on April 26, 2018

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