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.
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| title | Opening the Client Notes Screen - Click here to expand... |
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| - From the Client menu, select Notes.
- From the sidebar, select Client then Notes.
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| title | Edting the Client Notes - Click here to expand... |
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| - Click the Edit button.
- Enter the client notes or background information.
- Click the OK button.
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You can spell check the text entered using the Spell Check tool. Click the spell check icon  Image Added in the Toolbar. |
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