Setup firm administration

Entering a staff note

Use the Notes tab of the Staff setup screen to enter any text or data about the staff that you would like to track in DT Practice.
  1. Choose Setup > Staff and go to the Notes tab.
  2. Select a staff member in the list.
  3. Select the
    Edit
     button to add text to the Notes tab.
    note
    To insert a line break, press CTRL+Enter.
  4. Select
    Enter
     to save your changes.

This article applies to:

  • Product: DT Practice