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Client Management

Data share client notes

Add, manage, and data share client notes across CS Professional Suite applications.
Client notes are now shared between Fixed Assets CS, UltraTax CS, FileCabinet CS, and Practice CS via data sharing. To enter client notes in Fixed Assets CS, follow these instructions:
  1. Open the client and select
    File
    , then
    Client Note
    .
  2. Select
    Add Note
     to insert an identifier containing the date, time, and user ID.
  3. Enter your note.
  • Client notes are shared based on the client's taxpayer identification number (TIN). If a TIN has been entered for the client, there will be a client note tab for UltraTax CS as well as FileCabinet CS. Information entered in these tabs is then shared with the corresponding program's client note section.
  • To open the
    Client Notes
     window automatically when the client is first opened, go to
    Setup
    User Preferences
    Miscellaneous
     and mark the
    Automatically display note when client is opened
     checkbox.

This article applies to:

  • Product: Practice CS

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