You can use the free-flowing Notes area to document client and prospect conversation or include matter notes to a colleague.
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Add a Note
From Matters
To add a note from Matters:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click the matter, or single-click it, and then from the toolbar, click Details.
- From the Matter Details left navigation, click Notes.
- On the Notes screen, from the toolbar, click Add.
From Activities
To add a note from Activities:
- From the left navigation panel, click Activities.
- From the Activities left navigation, click Notes.
- On the Notes screen, from the toolbar, click Add.
Add Note Screen Fields
| Client-Matter |
|
| Date | From the drop-down, click the date. This will default to today’s date. |
| Subject | Enter the note subject. |
| Note | Enter your notes. You can enter an unlimited number of characters when adding a note. However, when creating a timecard from that note, the timecard description will be limited to 10,000 characters only. |
| Share via Client Portal | Check the box, if applicable and desired. |
| Billing Status | From the drop-down, click the applicable status. |
| Note Color | Click a color to apply to the note. |
| Custom Labels | Click Add New Label and click a label from the drop-down, if desired. You can add multiple labels to a note. |
- In the lower right corner, click Save.
The system adds the note to the listing.
To ensure that the note gets billed, you can create a timecard directly from the note.
Edit a Note
To edit a note:
- Use the steps above to reach the Notes screen from Matters or Activities.
- On the Notes screen, double-click the note, or single-click it to highlight it, and then from the toolbar, click Edit.
- On the Edit Note screen, make your edits to the note.
- In the lower right corner, click Save.
The system saves your changes.
Delete a Note
To delete a note:
- Use the steps above to reach the Notes screen from Matters or Activities.
- On the Notes screen, single-click the note to highlight it, and the from the toolbar, click Delete.
The Delete Note message box reads: Are you sure you want to delete selected Note? - Click Yes.
The system deletes the note.