Manage Client Notes | Client Work with Nonprofit Cloud Case Management
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Client Work with Nonprofit Cloud Case Management: • Client Work with Nonprofit Cloud Case Mana...
Manage Client Notes: https://trailhead.salesforce.com/cont...
Tim is progressing through his case plan, and Rosa catches up with him every week like she tries to do with all of her clients at this point in their work together. She jots down her notes on paper while they meet, but she needs to connect her observations with his client record in Case Management, too.
Rosa opens Salesforce, goes to Tim’s contact record, and then navigates to the Client Notes tab on the contact record and clicks New Note. Let’s follow along.
Name the note. Rosa types Tim Hill weekly check-in.
Leave the Draft toggle on, with an Active label underneath it. This setting makes the note easier to find later when we want to review it before marking it complete.
Select the related client record. Because Rosa started this note from Tim's contact record, it's already related in the Client field.