Create a New Note

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The Notes facility is a convenient and secure way of adding comments and summaries to any record in Practifi or for the user's own attention. 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. 

General Notes

Notes can be created at any point within Practifi by clicking the Global Actions icon on the top-right and clicking the New Note link.

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A panel will open on the lower-right 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. 

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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.

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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.

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 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 link on the Navigation Menu dropdown list.

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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.

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On clicking the New link next to the Notes section, a panel will open on the screen's lower-right, with a set of fields. Add a Note Title and the Note text. The Related to field will already contain content since we've built the Note 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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