Client Notes Screen

Chintaro has a separate screen that is used to view all Client Notes that are recorded in the system. From the Home Screen> Clients> Client Notes and the Manage Client Notes screen will open:

Using Search Screens

As with other Search Screens in Chintaro, the Client Notes screen can be sorted and filtered to find a smaller set of data EG to search all Complaints made in a time frame, filter the Note Type column to =Complaint, and the Note Date by date filters. (See Solution: Using Search Screens in Chintaro for functionality). 

Video: Client Notes and Action Notes

Click here to view next Solution: Re-assigning Action Notes to another Chintaro User