In addition to viewing Notes via the Client's Dashboard, there is also the option to send the notes to the customer Daily, Weekly or Monthly via the Client-Facing Notes Report.
These Reports contain all of the Client Notes recorded for the specified Client over the selected time period and are configured via:
- Client Reports
- Notes Report Settings
- Enable the Report for the Client
- Enter the Mail to and Cc to email address
- Select generation frequency from the Send at drop-down menu:
- Choose the Device Type:
- OK to save and apply
Weekly, Fri, 5pm
Monthly, Last Day, 5pm
Server and Workstation
Please note, the Client-Facing Notes Report are ONLY sent when Client Notes were added within the Report time-period: last day, week or month respectively. Where no Client Notes exist for the Report's time-period, the Report will NOT be sent (regardless of whether there are Technical Notes for that time period).