Client Tasks Notes
In addition to the global notes record, Account Ability maintains a distinct note record for each of your clients. The client note record can be a rather useful tool for keeping track of client specific tasks to be done either by you or others on your network.
To access a client's note record,
• | Select Client (Filer, Entity) Management from the Module menu. |
• | Locate the client whose notes you want to access. |
The client's note dialog will be displayed.
Notes
• | When using the , you must right-click directly on the client whose notes you want to access. |
• | To access a client's note record while adding or editing client information, click the note icon ( ) displayed under the Help button of the New Filer or Edit Filer dialog. |
• | When notes exist, See Notes will be displayed instead of Notes on the Client Task Bar. |
|