Overview
The Notes feature is a convenient and secure way of adding comments and summaries to any record in Practifi or for the user's own information. Notes can be shared with specific people, with control to allow Edit or Viewer access, and can be attached to multiple record types associated with a Client.
Creating General Notes
Notes can be created at any point within Practifi by clicking the Global Actions icon in the top-right corner of the screen and selecting New Note.
A panel opens in the lower-right corner of the screen with a set of fields. Add a Note Title and the Note text. The Note can also be shared with others and added to additional Practifi records using the buttons shown.
When creating the Note, the Share button controls which users can view the Note, and the Owner of the Note can further restrict the abilities of those with whom the Note has been shared.
The Note can also be attached to any record in Practifi (Contact, Household, Asset, Service, Process, Task, etc.) by searching for its name from the Add Note to Records search tool.
Click Done to add the Note to the Client record. The Note, and any others the user has visibility of, will appear on the Notes page from the Navigation Menu.
Creating Client-Related Notes
Users can create a Note related to a Client directly while within the Client record. Notes are listed on the Client record navigation panel, under the Notes & Files section.
When selecting the New link next to the Notes section, a panel will open in the lower-right corner of the screen with a set of fields. Add a Note Title and the Note text. The Related to field will already contain content because the Note was created from within a Client record. The Note can also be shared with others and added to additional Practifi records using the buttons shown. Click Done to add the Note to the Client record. The Note will appear under the Notes & Files section on the Client record navigation panel.
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