To save a note to a client’s record, you must click the save for later or mark session complete button. […]

Hyperlinking a URL in a note is a simple process that allows you to create clickable links within your text.

Yes, you have the capability to link items to your note. This includes linking a URL directly within the note

You can format your notes using various features, including:

Adding a note to your client on Trova is a simple process. When you’re on the client’s profile, click the

To create a new note, click Create Note on the top right side of the dashboard. by selecting the client,