Customer Client Notes

You can access the customer client notes from the Customer form > Clients tab > click on the ellipse button before the selected Client > Customer Clients form will open > Notes  tab. The Notes tab displays a single line item list of all the notes that have been entered for the selected customer client.  Click the ellipse button next to a specific note and it will open the Customer Client Notes form displaying the details of that specific note.  Click the ellipse button next to an empty line item to open a new Customer Client Notes form where you can enter information.  All the fields in the customer client notes list are read only.

Once you save a Customer Client Notes, a new line will be added in the Customer Clients form > Notes tab.  You can also add, edit and delete Customer Cleint Notes.

There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster.  One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will clear the form to allow a new note to be added

The Save button will save the changes made in the form.

The Find button will allow you to Find Customer Client Notes.

The Delete button will delete the selected Note.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Schedule button will open the Schedule Activities form, which will allow you to schedule an activity to be displayed in the Day Planner calendar.

The Close button will close the Customer Client Notes  form.

Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.