How to add and manage notes about clients

This article explains how to add notes to a client’s profile on your Practice Dashboard. It also explains how to update or delete a note you’ve added previously.

Please note that senior account managers can add, edit and delete notes for all of the practice's client accounts in FreeAgent. Non-senior account managers can only add, edit or delete notes that they've added themselves for clients that are assigned to them under the ‘My Clients’ tab.

Adding a note for a client

Begin by logging in to your Practice Dashboard and selecting the relevant client’s name from the list to view their client profile.

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Select the ‘Notes’ tab.

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Enter the relevant note for the client and select ‘Add note’ to complete the process.

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You’ll see a record of when the note was added and by which account manager.

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Updating a note for a client

To either edit or delete a note, begin by logging in to your Practice Dashboard and selecting the relevant client’s name from the list to view their client profile.

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Select the ‘Notes’ tab.

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Editing a note

Select ‘Edit’ next to the note you wish to make changes to.

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Make any necessary changes and select ‘Update Note’ to complete the process.

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Please note that a record of the note having been updated will not be recorded and the timestamp will still reflect when the original note was added.

Deleting a note

Select ‘Delete’ next to the note you wish to remove.

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Select ‘Yes, delete this note’ in the pop-up window to complete the process.

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