Client Notes portlet

You can find the
Client Notes
portlet on the
Client Dashboard
.
This portlet shows client notes entered in the
Notes
tab of the
Client Setup
.
If you're licensed for any of the following CS Professional Suite applications and have data sharing enabled, this portlet also has a tab for each application and any client notes that were entered for the client shown.
  • FileCabinet CS
  • Fixed Assets CS
  • UltraTax CS