Modify a Notes Configuration

You can modify the configuration for the notes functionality for a client organization.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Notes & Notifications.
  4. In the module section that you want to modify, next to the header, select .
  5. Modify the settings.
  6. Click .