Client Notes portlet
The Client Notes portlet is available on the Client Dashboard.
This portlet shows client notes that have been entered in the Notes tab of the Client Setup screen of DT Practice. Select the title bar to jump to the Notes tab of the Clients setup screen for the selected client.
If you are licensed for DT FileCabinet, this portlet also displays a tab for each application and any client notes that were entered for the client currently displayed.
note
When you enable security privileges for a portlet on the Security Groups setup screen, DT Practice may also enable privileges to view the data available in the portlet. Conversely, removing privileges for viewing data may also remove privileges for related portlets. Consult the
Privileges changed
pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a portlet.For this portlet, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
- Menu > Setup > Clients > View
Information displayed in this portlet also depends on whether you have the
Notes Tab
checkbox marked under Menu > Setup > Clients.If your firm has multiple offices, you may want to rescind privileges to information for other offices.