Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Client Hub
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey

Accountancy Practices and Tax Advisors
PRACTICE MANAGEMENT
Practice Management
Client Hub
Companies House Integration


PRACTICE COMPLIANCE
AML Centre
NEW

AML Identity Checking
GDPR Centre  
COMPLIANCE SERVICES
TAXATION AND HMRC
Tax Return Production
Vat Filer

FINANCIAL REPORTING
Accounts Production

COMPANY SECRETARIAL
Company Incorporator
Companies House Forms
COMMUNICATION MANAGEMENT
eSign Centre


SERVICES
CloudConnect

How do I edit client notes in Client Hub?

Article ID: 2501
Last updated: 23 Sep, 2015

You can only edit client notes if you're set up as an administrator, partner or manager. Users set up as secretary, junior or senior don't have the required privileges.

To edit a client note that's already been created, follow these steps:

  1. Open Client Hub.
  2. Right-click on the client and select Edit Existing Client.
  3. Select Client Notes from the left-hand menu.
  4. Click on the note to be edited.
  5. Select Edit Note from the right-hand menu
  6. Enter the changes.
  7. Click on Save.
Article ID: 2501
Last updated: 23 Sep, 2015
Revision: 6
Views: 131
This article was: