Navigation: Client Administration > Search for an Existing Client > Edit Client > Notes > Add a New Diary Note

This guide explains how to add a new diary note to a client's record. Diary notes are used to log conversations, agreements, or any other important information related to the client.

Before You Begin: Prerequisites

• User Permissions: To add a new note, your user profile must be assigned the Client : Diary Notes Add role. To view existing notes, you need the Client : Diary Notes View role. These are managed by a System Administrator under Setup > Security.

Step-by-Step Guide

1. Navigate to the client's Notes tab.
2. Click the Add a New Diary Note button. A new screen will open for you to create your entry.
3. Complete the fields as described in the reference guide below.
4. Click Save to add the note to the client's record.

Field Reference Guide

This table details each field on the "Add a New Diary Note" screen.

Action Buttons

• Save: Click this button to store the new diary note on the system.
• Cancel: Click this button to discard the new note and return to the previous screen without saving.