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. Click the Edit button.
  4. Click the Notes tab.
  5. In the field provided, enter the information you want to add to the client’s profile. You can click 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 Digita 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. Click 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: Digita Practice Advanced