How to Add 'My Notes'

From the dashboard, personal notes can be entered.  These notes can only be seen by the user that added the note, and by administrators.  To enter "My Note":

1. Select the client.
   
   
   
   
2. Click 'Add Note'.
   
   
3. Enter the note and click 'Save'.
   
   
   
   

There is a report "My Notes" that is available, but only to administrators.