By clicking on the title at the top of a column in the client list view you can sort all your clients by the subject of that column. So by clicking on Case Number you will sort all your Notes in case number order. Click again and you will reverse the sort order.
By clicking on Referral Date you will sort all your clients into referral date order and by clicking the same heading again you will reverse the order.
If you click on Name you will sort by client name order. The safenotes will sort on the first letter of the first name, so Fred Blogs would be sorted under F. If you want him to be sorted under B you should write his name Blogs, Fred in your record.
The Find function will work on either name, or even a part of a name.
Yes, every time your computer accesses our server the two computers agree a password between them, which is only used for that session. No one, other than the two computers, will know that password and information from either computer can only be accessed by using that password.
In addition you will need your own username and password to log-on to the site and we recommend that you change your password periodically.
Leaving a page does not automatically save it. You need to click the button Update Client (or Add Client if it is a new one). If you forget the site prompts you by asking “Are you sure you wish to exit without saving?” If you click OK you will leave the page without saving your changes. If you click Cancel you can then save the page.
Occasionally you may leave the page open for too long and the site will "time out”. In those circumstances you cannot save the page and what you should do is to highlight the area you have recently added and copy it to your clipboard by typing “cmd+ C” on a Mac, or “control + C” on a PC. Next open up the page again and you can Paste the information you have just saved it to your clipboard by typing “cmd+ V” or Mac, or “control + V” on a PC.
Click on the "Documents" tag in a client record. To add a new file click on "Upload file" and then navigate to the file and click "Choose". To download a file you have already uploaded Click on "View file".
Rather than printing your notes you can copy and paste them. Go to the section you want to use and drag your mouse over it to highlight the bit you are interested in and press control C on a PC (or cmd C on a Mac). This will save to a part of your computer's memory. Then open a Word Processing program, like Word or Pages and use the keyboard commands control V (or cmd V on a Mac) to paste the section into the new document. You can then save this as a file which you can use off-line.