Notes

•  To access this screen, go to Launch | Client Lookup. Then go to the Notes tab.

Here, notes that relate to the client can be added or amended.

These notes can then be edited, created or deleted individually allowing greater freedom on the notes stored on the client.

A folder structure can also be implemented allowing greater separation between key notes for different subjects.

To create a new Note click New and enter the details and click OK. To edit an existing Note highlight and click on View and make the changes needed. Click on OK to save these changes.

To Delete a Note highlight and click Delete. Confirm that you wish to Delete the note. If a note has been deleted then this action cannot be reversed.