Client Profiles - Adding Notes

Client Notes

Within a client’s profile, you can go to the Connections tab to enter or view any notes that have been entered for volunteers associated with clients. This information is only visible to administrators and volunteers that are associated with the client.

Volunteers will see the notes about their clients in their “CONTACT” tab in, in the “Clients” section at the bottom of the page.

If the administrator has enabled sharing of client contact information, it will also appear in the “CONTACT” tab

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