CM Lite - This article describes how to create and view case notes for a particular client.
To create case notes for an individual client:
- Click on the Clients tab.
- Open a client's page by clicking on the client name text link.
- Click on the Case Notes button.
- This page will show any existing case made for the client. Click on the plus icon to add a new case note.
- Write the case note in the field and select Submit to add it to the Case Notes section for that client.