Add Notes to Client Profile

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 
  1. Click on the person’s name from the list that appears 
  1. Click on the “Connections” tab 
  1. Click on the “Notes for Volunteers” sub-tab 
  1. Enter or view any notes that have been entered for volunteers associated with clients 
    • This information is only visible to administrators and the volunteers that are associated with the client 
  1. Click the [Save] button 

Note: Volunteers will see the notes about their clients in their “CONTACT” tab in, in the “Clients” section at the bottom of the page.  If the administrator has enabled sharing of client contact information, it will also be visible. 

Updated on October 4, 2022

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