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.
Select the ‘Notes’ tab.
Enter the relevant note for the client and select ‘Add note’ to complete the process.
You’ll see a record of when the note was added and by which account manager.
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.
Select the ‘Notes’ tab.
Editing a note
Select ‘Edit’ next to the note you wish to make changes to.
Make any necessary changes and select ‘Update Note’ to complete the process.
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.
Select ‘Yes, delete this note’ in the pop-up window to complete the process.
I need help with…
View all categories →Articles in this section
- How to manage clients in FreeAgent
- How to access a client’s account
- How to reconsent a client’s Open Banking bank feed
- How to switch your clients to a NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle-funded FreeAgent account
- How to edit a client’s details
- How to remove a client from your Practice Dashboard
- How to add and manage notes about clients