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 Digita Practice Advanced.
  1. Choose Setup > Staff and click the Notes tab.
  2. Select a staff member in the list.
  3. Click the Edit button to add text to the Notes tab.
    note
    To insert a line break, press CTRL+Enter.
  4. Click Enter to save your changes.

This article applies to:

  • Product: Digita Practice Advanced