Enter client notes
Add and maintain client notes from the Notes tab in the Clients screen.
Use the
Notes
tab of the Clients
screen to enter additional information you want to track for the client.- From theSetupmenu, chooseClients.
- Select a client from the list.
- SelectEdit.
- Select theNotestab.
- In the field provided, enter the information you want to add to the client's profile.You can selectAdd Noteon the Notes toolbar to insert a date and time stamp for your note.noteThis tab can share client notes with FileCabinet CS, Fixed Assets CS, and UltraTax CS, if you are licensed for these applications and have data sharing enabled. Each application has its own subtab on the Practice CSNotestab. Notes entered here automatically appear in the other applications if data sharing is enabled.For data sharing to occur, you must:
- Have data paths entered in theFile Locationswindow.
- Have the SSN or EIN entered. If the SSN or EIN is not entered, only the Practice CS tab appears in theNotestab.
noteThis tab can share client notes with Practice CS if you are licensed for this application and have data paths selected in theFile Locationswindow.noteThis tab can share client notes with FileCabinet CS if you are licensed for this application and have data paths selected in theFile Locationswindow.noteThis tab can share client notes with FileCabinet CS if you are licensed for this application and have data paths selected in theFile Locationswindow. - 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 display a tool tip.
- SelectEnterto save your changes.
The information you enter on this tab also appears in the Client Notes portlet of the
Client Dashboard
.
