Client Window - Notes Tab

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The second tab on the Client Window is the Notes Tab.  Here a large area is reserved for notes.  When any information has been entered on this tab, an asterisk will appear before the tab title (*Notes) to alert that such information has been entered.


Clients-notes_info tab

Any additional client information may be entered into this field.  A large amount of information can be entered 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.