Client: Time Management
Client: Agency Assessment
Client: Training Topics
Add a Tag to Client File in HawkSoft
Hawksoft Set-Up Guide
The purpose of a “Tag” in the client's file is to share important information in an easy to find place.
Open the Client file and click on the “Client” Tab
“Add Client Tag”
*An alternative way to add a “Tag” to a client file is from the “Log Entry” Screen. Simply click “Add Client Tag” then proceed as directed below.
The “Add Client Tags” box will open
The “Add Log Entry Comments” box will open
Tag now shows in the Client File