Additional information can be added, or existing notes modified quickly using the Edit note button. You can access the client note editor from either the Client Notes screen or a Notes detail screen.
From the Client Notes screen #
Find the note you wish to edit and select the carrot menu in the top right of the note and then select, “Edit this Note”
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Update any information and then press save.
From the Note Detail screen #
From the Note Detail screen simply press the edit icon in the top right-hand section of the screen.
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Update any information and then press save.
For details on fields in the Note Editor see Adding a Client Note
*Note – Changes to notes are recorded in the Audit Log application.
*Note- This functionality can be limited by your administration team. If the described functionality does not appear to be present, contact your administration team to verify you have the proper permissions.