Notes can be added to a Client Record either as a quick note, or by using a pre-built form template.
Quick notes allow you to create a simple note that is stored in the client’s Case Notes screen. Important notes can also be pinned to the Dashboard to alert users to any important information.
Notes can be linked to policies, tasks or events, and tags and documents can be attached where required.
Alternatively, users can select from a range of pre-built forms which can be created and customised in the settings area.
Forms can include automation to trigger communications and tasks or update underlying data items depending on the form input and user responses.
If you like the idea of designing, mapping and installing automated workflows and processes throughout your business but don’t envy the task of building them, our specialist Gurus can provide tailored personal support to help you configure your system to how your business works.
Whether that is ad-hoc assistance and support to help you with the automation tools or a full design and installation service, we’re here to help.
