Updating a client’s Notes

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by Bruce Milne
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From your 'My Hub' page (please see below)

 

On the left-hand side of your account, you will see the side menu in which you can select 'Contacts'.

 

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You can then select the client's profile 

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where If you hit 'Notes' from the list below the client profile picture...

 Screen_Shot_2019-10-17_at_13.25.34.png

 

you will be able to edit or update any notes.

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Just remember to click the 'Save Note' button.

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