Manage notes and reminders

Contacts - View, Add and Edit Contacts

Notes and reminders relating to a client can be created in Contacts or from the Client Notes panel of the Job Details screen in Practice Manager. Alternatively, you can import your client notes.

The Recent Notes panel shows recently created notes, and who last updated the note. Other users can open the note, link to jobs, and set email reminders, but cannot edit the original user's note information.

You can set how many notes you want to display on this page using the Default number of items on Page box in your User Profile.

ClosedAdd a note
  1. Click Contacts > All Contacts.
  2. Locate and click the contact you require.
  3. On the Contact Details page, click the Notes & Reminders tab.
  4. Click Add Note.
    • Select the date, category, and look up a job, as required.

    • Type your note.


  5. Add an email reminder (see below), if required.
  6. Click Save.

To add an email reminder:

  1. Click the Set Reminder button.
  2. Click the Calendar button for the Remind me on field to select a reminder date.
  3. Select the users to Send an email remind to.
  4. Optionally:
    1. Add any additional email addresses to the CC and BCC fields.
    2. Select any Repeat Reminder options that you require.
    3. Click the Calendar button for the End By date to select an end date for the reminded.
    4. If you need to clear a date, click the Reset Calendar button.

  5. Click OK.


  6. View the reminder details, and Edit or Delete as required.


ClosedEdit or delete a note
  1. Click Contacts > All Contacts.
  2. Locate and click the required contact.
  3. On the Contact Details page, click the Notes & Reminders tab.
    • Click on a note to edit it, make your changes and click Save.
    • Click the Delete button at the end of the row and click Yes to confirm.
ClosedView the Client Notes report

Contacts - View Only

There are two ways to access the Client Notes report:

  1. From within a client record:
    1. Click Contacts > Clients > locate and click on the required client row.

    2. Click Print notes for the client in the I would like to... panel on the right of the screen.


  2. From within the Reports area:
    1. Click Reports > All Reports > Contacts tab > Client Notes.
    2. Use the report filters to narrow down the information displayed and click Update.
Copyright © 2018 Wolters Kluwer