Day 9

1 Notes & Post It Style Notes

Welcome to day 9 of your MagManager advanced onboarding series.

Today, we will be looking at how you can add Notes & Post It Style Notes to your client's record in MagManager:

• Notes & Post It Style Notes

1 Notes & Post It Style Notes

Notes allow you to record interactions with the client.  PDF, image or word files can also be uploaded to the note. The Post It Style Note is a great visual reminder which is displayed front and centre as soon as you open an individual client record.

See this article for more details on Notes

Click here to move onto Advanced Onboarding Series Day 10