The Client Notes section in Chintaro is used as a historical record of the interactions between your Organisation and your Client. Notes can be entered manually and performing some functions in Chintaro will add notes automatically (EG Change of Address, when Vacating, Last Valuation).



To add a new note to a Client screen, from the Home Screen> Clients> Manage Clients> click the  button in the Notes section on the bottom right of the screen.


An empty Client Note pop up will appear:

Note Date: Will default to today’s date.
Note Type: Is a drop down list where you can group your notes in to categories (EG Phone Call, Complaint etc.) You will be able to filter and sort Notes by the Note Type. The Note Type drop down list is customisable by your System Administrator.
Note Title: Add a short description of the Note
Note Body: Add the full description of the Note in the Note Body.



For a new line in the Note Body, you must hold down <CRTL> + K. Simply pressing <ENTER> will move the cursor to the next field.  


Related Links: Is used to add Related Links on your network to specific Notes (Hold down <CTRL> + K to add new Link).
Time Spent in Minutes: Is used to record how much time is spent on a task. Enter in Minutes.

When you have finished entering the Note information, click the Add button to save the Note. Notes will appear in the Notes Section of the Client record in descending date order.


Chintaro will automatically add Notes from certain functions to the Client record if you have system preference enabled to add Notes automatically (See Solution: Preferences).








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