How to Leave Notes in a Client File on FlowyTeam

Access the Client Module

• Log in to your FlowyTeam account and navigate to the "Client Module" from your dashboard.

Add a New Client

• Click on "Add New Client."
• Fill in the required client information.
• At the bottom of the client form, you will find a "Note" section.
• Enter any notes you wish to include about the client in this section.

Add Notes to Existing Clients

• If you want to add a note to an existing client, locate the client in the "Client Module."
• Click the "Edit" icon next to the client's name.
• Scroll down to the "Note" section and insert any new information or updates.
• Save the changes after adding your note

Review and Update Notes

• You can always revisit the client file to update or review the notes whenever necessary