Screen OrgNotes - Web Organizer Notes to Preparer (1041)

Overview

Your client can enter questions, notes, and comments on a client notes page within the electronic business organizer. You can review the data on Screen OrgNotes in the Organizer folder and determine if any further action is needed. To print the client notes after accepting the data, click the Print Current Page button located on the toolbar or press CTRL+1 on your keyboard.
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