Client Window - Notes/Information Tab

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The second tab on the Client Window is the Notes/Information Tab.  Here additional contacts and phone numbers may be entered.  There is also a large area reserved for notes.  When any information has been entered on this tab, an asterisk will appear before the tab title (*Notes/Info.) to alert that such information is available.

 

client glossary-notes tab

 

Alternate Phone 1 - Description (Desc.): This field can contain a name or phrase that describes the telephone number immediately to the right (ex. "beeper number", "cellular number", or the name of another contact at the client).  This field accepts up to 40 characters.

 

Phone:  Type the telephone number of the alternate name or description listed to the left of this field.

 

Alternate Phone 2 - Description (Desc.): This field can contain a name or phrase that describes the telephone number immediately to the right (ex. "beeper number", "cellular number", or the name of another contact at the client).  This field accepts up to 40 characters.

 

Phone: Type the telephone number of the alternate name or description listed to the left of this field.

 

Email: If desired, type the email address of the Client into this field.

 

Web: If desired, the website of the Client may be entered in this field.  The website may be up to 50 characters.

 

Notes: Any additional information may be entered into this field.  A large amount of information can be entered here to handle any notes or references you might have for the client.  To search for commonly used remarks, click on the Search button while the cursor is in the Notes field.  This will open the Remarks/Notes Search Window.  For information on formatting the notes, see Description/Notes Formatting.