You can add notes to the accounts via the Notes tab. Some notes are included automatically based on data entered elsewhere - these are annotated with a number in the No. column.
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Go to Clients > Client list and find the required client.
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On the Accounts widget on the client dashboard, select the required accounts.
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Select the Notes tab. The notes applicable to the type of accounts being produced are listed.
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Editable notes are underlined. Select the note title to add, edit or delete a note.
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Enter the requested information, then select Save (or Save changes if editing). Select Delete to remove the note.