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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
.
tip
You can select the title bar to go to the
Notes
 tab of the
Clients setup
 screen for the selected client.
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
note
When you enable security rights for a portlet on the
Security Groups
 setup screen, Practice CS may also enable rights to view the data available in the portlet. Removing rights for viewing data may also remove rights for related portlets. Refer to the
Privileges changed
 pane on the
Security Groups setup
 screen to check user right changes made by enabling access to a portlet.
For this portlet, if no rights are already enabled for the following security option, full rights will be enabled:
Menu
,
Setup
,
Clients
,
View
.
Information in this portlet is also controlled by the
Notes Tab
 checkbox. To review this control, go to
Menu
,
Setup
, then
Clients
.
If your firm has multiple offices, you may want to remove rights to information for other offices.

This article applies to:

  • PRODUCT: Practice CS