Client – Notes

Any client specific notes can be added here:

  • Select Clients & Matters under the Clients tab, and select the name of the desired client.

 

  • Select the Notes tab.

  • Enter some note description in the Note edit box.

 

  • Click Save.

 

  • Click the Edit link against the desired note to edit it.

 

  • Click the Delete link against the desired note to delete it.