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The Calendar is simply another way of creating and viewing file notes. There is no difference between a file note created via the Manage Clients screen and a file note created in the Calendar - once again, the way you create and view these records is purely down to personal preference.

 

 

If you link a file note in the Calendar to a particular Advocacy record, the file note will also be visible from the Manage Clients screen (which provides a neat view of all the file notes relating to a particular entity or activity record, whereas the Calendar shows all File notes in a time period).

 

 

Similarly, file notes created elsewhere are viewable and editable from the Calendar.

 

 

This section describes how to create file notes in the Calendar.