--- title: Notes (Client Notes & Note Alerts) description: This article describes creating, editing, and deleting a Staff Dashboard Note. --- [Skip to content](https://support.pantrysoft.com/notes-client-notes-note-alerts#main-content) English Show submenu for translations [More support](https://support.pantrysoft.com/kb-tickets/new?hsLang=en) ![pexels-caleboquendo-7807594](https://support.pantrysoft.com/hs-fs/hubfs/pexels-caleboquendo-7807594.jpeg?width=3480&height=892&name=pexels-caleboquendo-7807594.jpeg) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.pantrysoft.com/kb-tickets/new) - [Go to pantrysoft.com](https://app.pantrysoft.com/login) [Go to pantrysoft.com](https://app.pantrysoft.com/login) Welcome to the PantrySoft knowledge base. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.pantrysoft.com/?hsLang=en) 2. [Additional Admin Guides](https://support.pantrysoft.com/additional-admin-guides?hsLang=en) 3. [Additional Features](https://support.pantrysoft.com/additional-admin-guides?hsLang=en#additional-features) # Notes (Client Notes & Note Alerts) ## This article describes creating, editing, and deleting a Staff Dashboard Note. #### Definition A **Client Note** in *PantrySoft* is like a sticky note you can attach to a Client Record. The note will occupy space on the Client Record, where intake employees can easily see it. You can designate any note as an "alert note," which creates an un-ignorable pop-up when the client is first loaded in the Admin Dashboard. Finally, you can create note snippets to ensure your employees use consistent language to describe the same intent. --- #### Note Section on a Client Record *Out-of-the-Box, the Notes Section is located on the left side of a client record in the admin dashboard:* ![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Mar-14-2025-04-21-33-3523-PM.png?width=688&height=219&name=image-png-Mar-14-2025-04-21-33-3523-PM.png) #### Note Creation *Follow these steps to create a new note:* 1. **Open the New Client Note Screen** Click ***New Note*** on the Staff Dashboard to create a note pertaining to the entire household. ![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Mar-10-2025-04-08-35-1006-PM.png?width=423&height=185&name=image-png-Mar-10-2025-04-08-35-1006-PM.png) 2. **Record the Note** Type in your message and hit ***Save***. ![](https://support.pantrysoft.com/hubfs/image-png-Aug-02-2022-10-41-30-52-PM.png) --- #### Note Alerts Notes can be flagged with an alert, which is very useful if, say, the client has a deadly allergy. They might also need an interpreter, or the admins may have determined that the client must fill out some miscellaneous paperwork the next time they visit. If a note is created and the alert box is checked, the description of the note will pop up every time that client is loaded into the Staff Dashboard, or indeed every time the user redirects PantrySoft to the Staff Dashboard after that client has been selected.   While in the edit-note screen, click the ***Make Note an Alert*** checkbox. ![](https://support.pantrysoft.com/hubfs/image-png-Aug-02-2022-10-44-19-07-PM.png) You will then be able to identify the time frame (as a start and end date) for when a Note Alert will appear as attached to a client record.   If ***Make Note An Alert*** is checked, the note will appear upon opening the Client Record in the **Admin Dashboard** as follows:  ![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Mar-14-2025-04-24-06-7250-PM.png?width=688&height=194&name=image-png-Mar-14-2025-04-24-06-7250-PM.png) and in the **Kiosk Interface** as follows: ![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Mar-14-2025-04-27-52-2642-PM.png?width=688&height=202&name=image-png-Mar-14-2025-04-27-52-2642-PM.png) #### Note Snippets The PantrySoft note screen also allows an admin to add to a library of text snippets that intake staff can add to a note description with the click of a button. This ensures that the most common notes are phrased in the same way every time. - **Using Snippets** To use a snippet, select the appropriate snippet from the menu and click **Apply Note Snippet**. This will clear the text and insert the snippet ![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Mar-14-2025-04-50-49-2233-PM.png?width=411&height=223&name=image-png-Mar-14-2025-04-50-49-2233-PM.png) - **Creating / Editing Snippets** PantrySoft Snippets function as a customizable picklist. Administrators have the ability to modify the collection of available snippets by navigating to Setup \> Picklists \> Standard Notes. #### Privileged Notes Notes can also be given a "Privileged" flag, so that only Users who have the Additional Role "Privileged" are able to see the note/note alert. To do this, check the box next to ***"Restrict Note to Privileged Users"*** ![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Mar-14-2025-04-51-06-7456-PM.png?width=688&height=193&name=image-png-Mar-14-2025-04-51-06-7456-PM.png) > ***NOTE: You can see or change which users are considered "Privileged" by navigating to Setup \> Users \> Edit Pencil Icon in a given User's row.***   - [Getting Started](https://support.pantrysoft.com/getting-started?hsLang=en#main-content) - [Users](https://support.pantrysoft.com/getting-started?hsLang=en#users) - [PantrySoft Interfaces](https://support.pantrysoft.com/getting-started?hsLang=en#pantrysoft-interfaces) - [Inventory](https://support.pantrysoft.com/getting-started?hsLang=en#inventory) - [Guest/Client Registration](https://support.pantrysoft.com/getting-started?hsLang=en#guest-client-registration) - [Visits](https://support.pantrysoft.com/getting-started?hsLang=en#visits) - [Client Portal - Scheduling](https://support.pantrysoft.com/getting-started?hsLang=en#client-portal-scheduling) - 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