Use the Notes tab of the Clients screen to enter any additional information you would like to track for the client.
- From the Setup menu, choose Clients.
- Select a client from the list.
- Click the Edit button.
- Click the Notes tab.
- In the field provided, enter the information you want to add to the client’s profile. You can click the Add Note button on the Notes toolbar to insert a date and time stamp for your note.
Note: This tab can share client notes with DT FileCabinet if you are licensed for this application and have data paths selected in the File Locations dialog.
- Use the Notes tab toolbar to edit, format, or delete your note. For a brief description of each toolbar button, pause your mouse pointer over the button to obtain a tool tip.
- Click Enter to save your changes.
Note: Information that you enter on this tab also appears in the Client Notes portlet of the Client Dashboard.
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