If a client has special needs, it may be helpful to add a note to their profile so that Customer Service Representatives–or CSRs–know how to accommodate the client during customer service interactions. For example, a deaf or hard-of-hearing client may be unable to communicate by telephone, so the CSR should add a note to indicate that this client prefers to communicate through email. Follow these steps to add a note to the Client's Profile:
Required permission(s): client_read
- In the Clients module, select a client.
- In the Notes section, click Add Note. This opens an Attach New Note modal.
- Enter a Title and Note in the fields provided. If desired, enable the Trigger pop-up notification option so that the note will appear as a pop-up whenever a CSR opens the Client's Profile.
- Click Create to add the new note to the Client's Profile.