| Info |
|---|
Client Notes can be added to an Animal Record via the Notes & Files Tab. Client Notes can also be added to an Assessment (Behaviour Evaluation) and Location Records. |
...
Adding a Client Note to an Animal Record via the desktop app:
From the Notes & Files Tab of an Animal Record, you will see the Animal’s Client Notes history. This component is designed to give you easy access to relevant information.
Expand All will expand the extended content associated with each note so you can see all of the details.
Selecting a Flag will filter the notes table by the selected flag.
Selecting a Type of Interaction will filter the notes table by the selected interaction type.
Clicking New will allow you to create a new note.
Complete details about the note and click Save. If the note is important, select a Flag so the note can be easily filtered in future.
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
When creating a new note record, the |