Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Client Notes screen is used to enter background information about the client. This information is included in finance applications and should contain comprehensive information about the client.


Expand
titleAccessing the Client Notes Screen - Click here to expand...
  • From the Client menu, select Notes.
  • From the sidebar, select Client then Notes.

...