Client information

How to use Noted when working with client information

Liam Harrison avatar Lydia Pointon avatar
11 articles in this collection
Written by Liam Harrison and Lydia Pointon

Adding and inviting a new client

How to create a new client within Noted
Liam Harrison avatar
Written by Liam Harrison
Updated over a week ago

Creating client records

How to add records to your clients within Noted
Liam Harrison avatar
Written by Liam Harrison
Updated over a week ago

Editing, signing and deleting client records

How to make changes, complete and permanently remove client records you have created
Liam Harrison avatar
Written by Liam Harrison
Updated over a week ago

Follow-up records

Link client records together in Noted by using follow-up records
Liam Harrison avatar
Written by Liam Harrison
Updated over a week ago

Creating reminders

Reminders provide an opportunity to better support your clients
Liam Harrison avatar
Written by Liam Harrison
Updated over a week ago

Letter writing

How to create client letters within Noted
Liam Harrison avatar
Written by Liam Harrison
Updated over a week ago

Creating a client note

Quickly write down client information with a note
Liam Harrison avatar
Written by Liam Harrison
Updated over a week ago

Client document management

Upload documents and images to clients and use folders to organise files
Liam Harrison avatar
Written by Liam Harrison
Updated over a week ago

Print and export client records

One or more client records can be printed or exported to .pdf from within Noted
Liam Harrison avatar
Written by Liam Harrison
Updated over a week ago

Editing and deleting a client

Change a client’s details and permanently remove them from Noted
Liam Harrison avatar
Written by Liam Harrison
Updated over a week ago

Tracking outcomes

Track the work being done with clients towards predetermined outcomes
Lydia Pointon avatar
Written by Lydia Pointon
Updated over a week ago