Add Notes and Files to Client Record
When we have notes or files that should be added to a client record, we head to the Contacts tab and select the client we're working with.
Or we can find any contact by starting the name in the Global Search bar above the Tabline.
Note that we get not only the contact, but the household record as well as others where this name appears.
Scroll down through the left-hand related lists to Notes and Files.
Notes
Click the down arrow on the Notes object to get the New Button.
The notes object has all the usual formatting options, as well as a place to upload a photograph.
It is also possible to add this note to other records that relate to Danna.
Clicking the Down arrow next to Search Contacts will bring up all the objects that might relate to this note on Danna's contact record. Clicking the arrow next to Records with this note will show all the places where this note exists. You can even prevent the note from being visible to other users who can access Danna's record.
Files
Click the Upload Files button, select the file you want to upload and the file will be added here.
Click done to see the uploaded file.
Click the arrow at the end of the list to add more files.
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