Add a Profile Note for Important Notes or Risk Flags

Jun 27, 2024

Risk Flag
  • Add a Profile Note to a client's profile

  • View the alert or flag in the client list view

  • See it at the top of the client profile, always

  • Unpin it when you're ready

  • All users can add and view the Profile Notes

For more information please check out this article: Tacklit Alerts & Important Notes