Why am I unable to see my Client in the drop down box (ddb) when creating a note?

When you are unable to see your Individual in the ddb when creating a note, either that Individual is not in your caseload, or you are working in a different Location.

Check your Caseload in your Profile and insure that your are working in the correct Current Location. If you have access you may also use Global View to see Individuals from other locations.

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