WEBVTT

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Hi there. Irina here. In this video, let me show you how you can easily manage your client forms and

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notes if you need to find something

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very quickly. Let us find that client profile to have

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a look. Once we are in, let's go into the Records section

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and select

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Notes. By default, each note will be unfolded, and you might have a very long list

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of notes. So to make this, uh, more convenient for you,

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use this Close All Notes

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button here. at the top, and you will see that all notes will be collapsed, and you will only

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see the basic information about this note, such as its title and when it was created. And then,

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when you need to work on one of the

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notes, just unfold it,

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and do what you need to do.

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The same you can do with client forms. Let's go into the Records, Forms.

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And again, all the forms will be open here, and if you have... If you need to have

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an overview, click

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on Close

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All Forms. All the forms will be collapsed, and you will see, uh, exactly the e- basic information about each

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form, which will help you find the one you

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need. You will see the title of each form and when it was created, and then if

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you need to have a look. or work on it, just unfold it,

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and scroll through the full note or form.