1. From Mission Control select Clients or Candidates.
2. Select the Client or Candidate that you'd like to add a note.
3. On the lower half of the Admin tab, select Notes.
4. Select Add Note.
5. Create the note and select Add Note.
6. Now that the note is created select the Pin Icon to keep that note at the top of the list.
{% video_player "embed_player" overrideable=False, type='hsvideo2', hide_playlist=True, viral_sharing=False, embed_button=False, autoplay=False, hidden_controls=False, loop=False, muted=False, full_width=False, width='688', height='363', player_id='167254951453', style='' %}
If this doesn't answer your questions you can always contact us by clicking here