Client Notes

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Internal notes only staff can see. The client never sees them anywhere.

Opening the Screen

Open a client and choose the Notes tab: {admin}/users/detail?id={client}&tab=notes

What Is on the Screen

List The note's text, the staff member who added it, and the date. Pinned notes sit at the top with a mark.

Adding a note The button above the list opens a window with a text area and a pin option.

Row actions Every note can be edited, pinned or unpinned, and removed.

Empty state With no notes yet, an invitation to write the first one takes the list's place.

Pinning

A pinned note rises to the top of the list and carries a mark. It is for keeping a standing warning - a payment habit, a special arrangement, something to watch - from getting lost among the others. There is no limit on how many can be pinned, but pinning everything makes pinning meaningless.

Fields

Note Content The text of the note. It cannot be empty; the save button stays closed until something is written.

Pin this note Ticked, the note stays at the top of the list.

Note Content (editing) The text of an existing note.

Tasks

Add a note

Use the add button above the list.
Write the note and tick the pin box where it belongs at the top.
Save. The note joins the list with your name and the date on it.

Keep a warning at the top

Use pin from the note's row menu.
The note rises to the top and takes the pinned mark; unpinning is in the same menu.

Things to Watch

Notes are invisible to the client

They appear neither in the client panel nor in any notification; they are for staff. Even so, think before writing a sentence you could not say to the client: the record stays, and every staff member with panel access reads it.

A note carries who wrote it

Each row shows the staff member who added it and the date. Editing does not change that - who started the note stays on the record.

Deleting cannot be undone

A removed note cannot be brought back. Where a note is simply out of date, editing it to the current situation is usually better than deleting it.

Required Privileges

Reading the tab comes with the client record. Adding, editing, pinning and removing a note needs USERS_OPERATION; without it the add button is not shown.

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