How-to: Adding a company note
how-to
Navigate to the Notes tab and click + Add Note.
If this is a high priority note, click the checkbox next to Priority Note. Selecting this option adds a badge next to the company name, indicating there is a priority note.
Enter the Subject and select the Note Type, choosing from a Clinical or General note.
In the Note field, type the body of the note.
Once all fields are complete, click Save.
