Logging client notes & interactions

User Interactions (Notes)

User interactions allow you to log notes to a client's account, which can include both private and shared notes.

• Private Notes are only viewable internally by firm admins who have access to the client’s accounts
• Shared Notes are notes that are shared with the client and viewable from their Savology account. When adding shared notes, the client also receives an email notification that notes have been added to their account.

Creating a new Interaction

• Go to User Admin > Users, find the client in the active user table, and either click on their name or email address to view their plan and account details.
• Visit the user’s Interactions tab, and create a new note by clicking on the New interaction button, or clicking the “+” next to the Interactions accordion.
• On the New Interaction card that’s created, enter the following details:
  • Note Type: Select the type of interaction from the drop-down menu
  • Date: Select the date the interaction occurred
  • Optional Subtitle: Add an optional subtitle to be included after the interaction's main title
  • Private Notes: Add notes or details from your interaction that will only be viewable internally by you and any other firm admins who have access to the client’s account.
  • Shared Notes: (optional) Add any notes or details that you would like to share with the client.
• When finished, select the save icon at the top of the card.

Important Note: When adding a Shared Note to an interaction, the client will receive an email notification that an interaction has been added to their account.

Sample Saved Interaction

View, edit, or delete an Interaction

• On the Interactions tab in the user’s account, click on the Interactions accordion.
• Here you will see all previous interactions that have been recorded.
• Select the edit icon on any of the interaction cards to edit any details or delete the interaction entirely by selecting the trash can icon at the top of the card.
• When making changes, select the save icon at the top of the card when finished.