Adding Client Note from Properties Card

To add a client note from the device properties card, complete the following steps:

1. Navigate to the list view for a site. For more information, see Viewing Client Dashboard.

2. Access the client context page using one of the two following methods:

   • Click on the client name.

   • Click on a client row to access the side panel, and click Go to Client.

   The device context page is displayed.

3. Click the expand icon on the Properties card.

4. Click the edit icon in the Notes section.
   The Note pop-up window is displayed.

   Figure 1: Device Note Pop-Up

   

5. Enter your note.

6. Click Save.