The Client Notes screen (in the Clients menu) can be used for a variety of reasons. It can be used to view all of the Client Notes and Action Notes created in the system, but it can also be used as a reporting tool if you would like to report on certain types of notes. 


An example of this may be that you may want to report on how many complaints were received in the last quarter. Adding Client Notes with the Note Type of 'Complaint' and filtering the Date column on the Client Notes screen will enable you to report on this data. Another example of using Note Types to report may be to see how many Arrears Actions were applied to Tenants in the last month.


The Client Notes screen can also be used to view and report on all Action Notes created for all Clients. This screen can be used to track which Action Notes have been completed, which are outstanding, and assign Actions to another Chintaro User.


Viewing the Client Notes screen   


To view all Client Notes and Action Notes created for all Clients in Chintaro, from the Home Screen, click Clients in the Main Menu, then click the 
Client Notes function from the Client’s Sub-Menu. The Client Notes screen will open:
 


You are able to sort and filter this screen to view Client Notes by the Note Date, Note Title, Names, Address, Action or Action By columns. 


Filtering the Client Notes screen to report on different Note Types

The Manage Client Notes screen will open showing all Active Notes created for all Clients in the system, but you can sort and filter this screen to find specific information.


If you are looking for Notes created within a period of time, click the black arrow in the Note Date column heading, go down to date filters, and select the filter you would like to apply (For example, 'This Month'):


Once the screen has been filtered to the dates you want to report on, you can filter other columns in the same way (click the black arrow in the column heading > use Text Filters EG Contains), for example, you may want to filter the Note Type column to show all Notes with a Note Type of 'Arrears':



Filter the screen to your desired report criteria, and use the two buttons at the top of the screen Print or Export data out of Chintaro: 



Viewing Action Notes for a specific user or multiple users

The Client Notes screen shows all Notes made for all Clients. If an Action Note has been created, this is a screen you can use to view and report on Action Notes. 



You can use the same filtering as above to view the types of Actions required by filtering the Action Type column, or view all Action Noes created for one user (or multiple users) by filtering the Action By column:


You can view the outstanding Action Notes by filtering the 'Completed' column:

Filter the screen to your desired report criteria, and use the two buttons at the top of the screen Print or Export data out of Chintaro: 



Reassigning Action Notes to another Chintaro User

You are also able to re-assign Client Notes to another Chintaro user by using the  and   fields (See Solution: Reassigning Action Notes to Another Chintaro User).


Clicking the  button will take you back to the screen’s default view.




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