Client Note [Edit menu]

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Sharing client notes with the Practice CS Client Management module procedure.

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

Open the client in CSA and choose Edit > Client Note, or click the Client note button button on the CSA toolbar. To have the application open the Client Note dialog automatically each time you open the client in CSA, mark the Display upon client open checkbox in the dialog.

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Related topics

Using client notes in CSA

Sharing client notes with the Practice CS Client Management module

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