Using client notes in CSA

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You may occasionally want to make notes to yourself or to another CSA user within your firm about the client or the client data. For example, you may want to remind yourself about tasks to complete or to follow up with the client about a particular question or special issue. Use the Client Note dialog to record, format, and view or print one note of unlimited size for the open client.

Users of Practice CS: If your firm is licensed for the Client Management module of Practice CS, you can view CSA client notes from Practice CS. The setup and formatting steps you'll need to follow are contained in the CSA help topic called Sharing client notes with the Practice CS Client Management module.

For instructions specific to Practice CS, please view the Practice CS help topic called Integrating client notes from CS Professional Suite Accounting Products.

Creating a client note

  1. From the CSA main window, choose Edit > Client Note.
  2. Enter your text in the Client Note pane.
  3. Use the menu commands and the toolbar buttons at the top of the dialog to format the fonts, paragraphs, and tab settings as desired.
  4. To save the client note, click OK.

Printing a client note

To print the note for the selected client, click the /_images/acct_pr/csa/prnrpt.gif button on the toolbar.

Modifying or deleting a client note

Related topics

Sharing client notes with the Practice CS Client Management module

Client Note [Edit menu]

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