By default, the notes within the client modal are organized according to their modification dates. However, you have the option to apply a filter to arrange the notes based on their session dates and set it as the default filter. This ensures that every time you access your client's notes, they will be automatically sorted by session date.
- Start by clicking on the search bar and adding the sort filter.
- Next, click on the drop-down icon to access the sort options.
- Adjust the sorting order either to ascending or descending as per your preference. Then, click on "Save Filters" to save this preset.
- Add a name for your preset. You can opt to set it as the default filter, which means it will apply to all your clients. Alternatively, you can disable this option if you want the preset to only be visible for a specific client.
