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:
- Open the client and selectFile, thenClient Note.
- SelectAdd Noteto insert an identifier containing the date, time, and user ID.
- 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 theClient Noteswindow automatically when the client is first opened, go to and mark theAutomatically display note when client is openedcheckbox.
