Client Notes portlet

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The Client Notes portlet is available on the Client Dashboard.

This portlet shows client notes that have been entered in the Notes tab of the Client Setup screen of Practice CS. Click the title bar to jump to the Notes tab of the Clients setup screen for the selected client.

If you are licensed for any of the following CS Professional Suite applications and have data sharing enabled, this portlet also displays a tab for each application and any client notes that were entered for the client currently displayed.

Security note: When you enable security privileges for a portlet on the Security Groups setup screen, Practice CS may also enable privileges to view the data available in the portlet. Conversely, removing privileges for viewing data may also remove privileges for related portlets. Consult the Privileges changed pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a portlet.

For this portlet, if no privileges are already enabled for the following security option(s), full privileges will be enabled.

  • Menu > Setup > Clients > View

Information displayed in this portlet also depends on whether you have the Notes Tab checkbox marked under Menu > Setup > Clients.

If your firm has multiple offices, you may want to rescind privileges to information for other offices. See More about security privileges for additional information on the relationships between various security privileges.

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