--- title: How to Add, Edit, and Delete Notes description: Add, edit, and delete client notes to document interactions, track updates, and maintain accurate records within the Client Toolkit. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/how-to-add-edit-and-delete-notes#main-content) [![cominghome-logo-horizontal-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-horizontal-dark.png?width=208&height=32&name=cominghome-logo-horizontal-dark.png)](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) 2. [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en) 3. [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) # How to Add, Edit, and Delete Notes ## Learn how to add, edit, and delete notes within a client’s profile to maintain accurate and up-to-date records of interactions and services. ### What this feature does The **Notes** feature allows service providers to document important information related to a client’s journey. Notes provide a centralized and chronological record of interactions, observations, follow-ups, and service context, ensuring that all team members have access to consistent and up-to-date information. By maintaining detailed notes, organizations can enhance collaboration, support continuity of care, and ensure compliance with reporting and audit requirements. #### **Common Uses for Notes** - Recording client interactions or meetings - Documenting case updates or progress - Capturing observations and service context - Logging follow-up actions - Sharing internal communication among team members   ### Who can use this feature ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-04-58-17-8015-PM.png?width=670&height=211&name=undefined-Apr-15-2026-04-58-17-8015-PM.png)   ### Where notes are located Notes are stored at the **Client level** within the **Client Toolkit**, ensuring that all relevant information is centralized and easily accessible. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-05-04-36-2586-PM.png?width=670&height=300&name=undefined-Apr-15-2026-05-04-36-2586-PM.png)   ### How to Add a Note #### **Step 1: Navigate to the Client Profile** 1. From the left-hand sidebar, click **Clients**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-05-03-11-4436-PM.png?width=199&height=440&name=undefined-Apr-15-2026-05-03-11-4436-PM.png) 2. Search for and select the desired client. 3. Open the **Notes** tab within the **Client Toolkit**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-05-04-31-6621-PM.png?width=670&height=300&name=undefined-Apr-15-2026-05-04-31-6621-PM.png) #### **Step 2: Create a New Note** 1. Click **+ Add Note**. 2. Enter the note content in the text field. 3. Include any relevant details such as observations, updates, or follow-up actions. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-05-05-31-3144-PM.png?width=380&height=313&name=undefined-Apr-15-2026-05-05-31-3144-PM.png) #### **Step 3: Save the Note** 1. Click **Create** to finalize the entry. 2. The note will appear in the client’s notes list, along with: - **Date and time created** - **Name of the user who added the note**   ### How to Edit a Note #### **Step 1: Locate the Note** 1. Navigate to the **Notes** tab within the client’s profile. 2. Find the note you wish to update. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-05-07-52-5555-PM.png?width=670&height=47&name=undefined-Apr-15-2026-05-07-52-5555-PM.png) #### **Step 2: Edit the Note** 1. Click the **Edit (pencil) icon** next to the note. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-05-08-17-3000-PM.png?width=51&height=61&name=undefined-Apr-15-2026-05-08-17-3000-PM.png) 2. Update the content as needed. #### **Step 3: Save Changes** 1. Click **Save** to apply the updates. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-05-09-15-1665-PM.png?width=179&height=71&name=undefined-Apr-15-2026-05-09-15-1665-PM.png) 2. The revised note will reflect the most current information. > **Permission Reminder:** Team Members, Interns/Volunteers, and Law Enforcement/Advocates can only edit notes that they have created.   ### How to Delete a Note #### **Step 1: Locate the Note** 1. Navigate to the **Notes** tab within the client’s profile. 2. Identify the note to be removed. #### **![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-05-07-52-5555-PM.png?width=670&height=47&name=undefined-Apr-15-2026-05-07-52-5555-PM.png)Step 2: Delete the Note** 1. Click the **Delete (trash) icon** next to the note. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-05-11-43-0036-PM.png?width=58&height=62&name=undefined-Apr-15-2026-05-11-43-0036-PM.png) 2. Confirm the deletion when prompted. > **Important:** Only **Organization Administrators** can delete notes. This restriction helps preserve data integrity and ensures compliance with audit and reporting standards. ### What information is displayed Each note entry typically includes: - **Note Title** - **User who added the note** - **Created date and time** ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-05-15-04-6999-PM.png?width=670&height=187&name=undefined-Apr-15-2026-05-15-04-6999-PM.png) ### Tips / Best Practices - **Be clear and concise:** Write notes that are easy for other team members to understand. - **Use objective language:** Focus on factual observations rather than personal opinions. - **Document promptly:** Add notes immediately after interactions to ensure accuracy. - **Avoid duplication:** Review existing notes before creating new entries. - **Protect sensitive information:** Ensure compliance with organizational privacy and data protection policies. #### **Result** By effectively using the Notes feature, organizations can: - Maintain a comprehensive history of client interactions. - Improve collaboration among team members. - Support compliance with reporting and audit requirements. - Enhance continuity of care and service delivery. - Ensure accurate and up-to-date client records. #### **Related Articles** - [Overview of the Client Toolkit](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-the-clients-dashboard?hsLang=en) - [How to Add, Edit, and Delete Files](https://knowledge.cominghome.ai/en/knowledge-base/how-to-add-edit-and-delete-notes?hsLang=en) - [How to Assign an Assistance at the Client Level](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-assistances-to-a-client-overview?hsLang=en) - [Overview of Programs](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-programs?hsLang=en) - [Overview of Assessments](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-assessments?hsLang=en) --- ### Need more help? If you need assistance managing notes or have questions about permissions, please contact your **Organization Administrator** or reach out to our **Support Team** through the in-platform chat and select **“Report an issue.”** - [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en) - [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#main-content) - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record) - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments) - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level) - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals) - [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs?hsLang=en) - [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en) - [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones?hsLang=en) - [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#main-content) - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#users-permissions) - [Coming Home Mobile App](https://knowledge.cominghome.ai/en/knowledge-base/coming-home-mobile-app?hsLang=en) [![cominghome-logo-stack-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-stack-dark.png?width=127&height=48&name=cominghome-logo-stack-dark.png "cominghome-logo-stack-dark")](https://www.cominghome.ai/?hsLang=en) https://www.cominghome.ai/ [mailto:customersupport@cominghome.ai](mailto:customersupport@cominghome.ai) Copyright © 2026, Coming Home