Create and view case notes

CM Lite - This article describes how to create and view case notes for a particular client.

To create case notes for an individual client:

1. Click on the Clients tab.
2. Open a client's page by clicking on the client name text link.

3. Click on the Case Notes button.

4. This page will show any existing case made for the client. Click on the plus icon to add a new case note.

5. Write the case note in the field and select Submit to add it to the Case Notes section for that client.