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