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Client Notes

Client Notes

Owned by Matthew Garrett
Last updated: Feb 15, 2019


     

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TFS User Guide - Table of Contents

Documentation Disclaimer



         

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.


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



 Edting 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.


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