Client records
Taking notes on a client?
15 articles
- A quick introduction to records
- Filtering different types of depositories
- How to Print and export client records
- How to create client records
- Client document management
- Creating client reminders
- How to create a client letter
- Creating a client note
- Editing, signing and deleting client records
- Follow-up records
- Change Ownership of Other Workers’ Records
- Adding an addendum
- Applying access rules to a record
- Overriding access to a restricted record
- Using tracking forms