Notes Widget

The Notes widget allows you to create, edit, and organize text notes directly while logged into your Client Portal. It's a simple and effective way to jot down ideas, to-do lists, reminders, or important information while staying focused on your tasks.

Locating the Note Widget

The Notes widget is on the right vertical panel below the Profile avatar.

• Click the Notes widget to expand/collapse the Notes area.
  
  
• Or click the "X" to close the Notes area.
  
  
  

Adding a New Note

• Click the "+ Add" button.

  

• Enter a Title (optional)
• Click the Pin icon to save as a favorite.
• Click the Color Palette icon to color-code the note.
• Click the "X" to close Notes.
• Format options (e.g., Bold, Italic, Underline, Strikethrough, Bullet points, and Numbers) are available on the toolbar.
• "Enter your note" in the text area.
• Click the Done button in the bottom right corner to save.
  
  

Editing a Note

• Click on an existing note.

• Enter the revised note.

• Click the Done button in the bottom right corner to save.
  
  

Pinning a Note

• Click the Pin icon to save the note as a favorite.
  
• Click the Unpin to remove note from favorites.
  

Deleting a Note

• Click the Delete icon (). 
  
  

• Click on Confirm for the deletion of the note.
  
  

Searching Notes

• Use the Search bar at the top of the Notes list to find notes by desired keyword.
• Click the "x" to the far right of the Search field to "clear" the search.
  
  

Search Filters

• Use the Filters icon to sort notes by Pinned or Color-code.
  
  
• Click on the desired Color group from the palette.
• Click the box to "show all Pinned Notes."
• Both options may be selected at the same time.
• Click the Clear Filters icon or the Back link to return to the Notes list.
  
  

Organizing Notes

The order of the notes may be changed by using the Drag-and-drop method vertically.