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.
|•||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.|