Add an admin note to organisation

You can add admin notes to organisation profiles to record important information for internal use. Admin notes are visible only to practitioners and staff in your practice, so you can log any contact with external organisations or practices, such as calls, inquiries or discussions.

For admin notes with sensitive information, you can assign an owner and restrict access.

Create an admin note

Click Contacts > Organisations.
In the list, click the organisation name to open its profile.
Click the speech bubbles icon, then click the Admin Notes tab.

The message history icon in an organisation profile (click to expand)
Click Add Admin Note.
In the pop-up, configure your admin note, which also includes these optional settings:
- Template: Select an admin note template to import. (You can create an admin note template in the communication templates page.)
- Owner: Select a user from your practice group to assign this admin note.
- Mark as important: Highlight this admin note for users viewing this organisation profile.
In Notes, enter your admin note.
Click Save.