Noted

Edit a client’s details or permanently remove them from Noted

Editing and deleting a client

Team-based client Access (TBCA) provides control over which teams in your organisation can find a client.

Find valid client addresses within New Zealand

Track and manage client relationships within Noted

What to do when you want changes made to content in Noted

Help improve how your team works together

Record the channels which clients come to your service from with Referrers.

Client tags provide a powerful tracking tool for your organisation

Track the work being done with clients towards predetermined outcomes

Limit a user’s access to specific clients within Noted to ensure safe and appropriate access to information

Everything you need to know about the client overview page

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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