3. Contacts and Client Profile Pages
Contacts are at the heart of BestNotes. They are divided into three major types: Businesses (Includes Schools and Programs), Individuals and Clients (Students/Patients). These categorizations exist for data collection, reporting and contact filtering purposes as well as for general clarity when working with BestNotes contacts. The Contact's Face Page is where all information pertaining to a client/student can be stored and accessed. You may also Add a Picture on the Face page. This section will cover basic tasks related to storing information within the contact's page and the organization's database.