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Cialfo Access: Creating and emailing notes in Cialfo
Cialfo Access: Creating and emailing notes in Cialfo

Our Notes feature is perfect for post-meeting notes, brainstorming sessions, emailing families about progress, and more!

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Written by Client Solutions Center
Updated over a week ago

Getting There

To access notes, you have two options - the first, you can hover over a student's name and click the "Notes" quick link! 

The second - select any student from the Student List. You will automatically be taken to their Dashboard and you will be able to access the Notes page that's located on the left-hand menu.

What You Can Do

  1. Control Privacy - Notes are by default private. Notes created by counselors are automatically viewable to the creator and any staff who are assigned to that student. Notes created by students are automatically viewable only from the student side.

  2. Share with Others - Clicking "View" under the student section makes a counselor's note viewable from the student side of the Cialfo platform; similarly, clicking "View" under the counselor section makes a student's note viewable to other counselors. Clicking "Email Note" allows counselors to send the note's title, contents, and attachments as an email to the student's guardians or anyone at all.

  3. Search - Our search feature hunts through all the titles, content, and attachments in your notes. 

  4. Filter - Choose to view all your notes or only those with attachments, that have been sent as emails, or that have been archived.

  5. Archive and Unarchive - De-clutter this section by archiving some notes when they're no longer relevant. View the contents of these notes at any time by selecting the Archived filter.

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