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Matthew Garrett

Matthew Garrett

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TFS User Guide Table
TFS User Guide Table
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Accessing
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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
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Opening the Client Notes Screen - Click here to expand...
  • From the Client menu, select Notes.
  • From the sidebar, select Client then Notes.

...


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Expand
titleEdting the Client Notes - Click here to expand...
  1. Click the Edit button.
  2. Enter the client notes or background information.
  3. Click the OK button.


Tip

You can spell check the text entered using the Spell Check tool. Click the spell check icon Image Modified in the Toolbar.