Updating a client’s Notes

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by Bruce Milne
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From your 'My Hub' page (please see below)

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If you hit the 'Menu' icon in the top right...

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and select 'Contacts' from the options

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You can then select the client's profile 

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where If you hit 'Notes' from the list below the client profile picture...

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you will be able to edit or update any notes.

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Just remember to click the 'Save Note' button.

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