Setup (General)

Entering client notes

Use the Notes tab of the
Clients
 screen to enter any additional information you would like to track for the client.
  1. From the
    Setup
     menu, choose
    Clients
    .
  2. Select a client from the list.
  3. Select the
    Edit
     button.
  4. Go to the Notes tab.
  5. In the field provided, enter the information you want to add to the client’s profile. You can select the
    Add Note
     button on the Notes toolbar to insert a date and time stamp for your note.
    note
    This tab can share client notes with DT FileCabinet if you are licensed for this application and have data paths selected in the
    File Locations
     dialog.
  6. Use the Notes tab toolbar to edit, format, or delete your note. For a brief description of each toolbar button, pause your mouse pointer over the button to obtain a tool tip.
  7. Select
    Enter
     to save your changes.
note
Information that you enter on this tab also appears in the Client Notes portlet of the Client Dashboard.

This article applies to:

  • Product: DT Practice