Client Notes

The Client Notes grid displays any Credit Control Notes recorded against a given Client or transaction, with the most recent uppermost.

The visibility of Client Notes is dependent on a Firm-level switch setting maintained by your system administrator.

The Action Type indicates the type of Note, for example, a Note regarding a phone call or a letter. These Types are pre-configured.

To add an attachment to a Note:

  • Click the Upload button in the Add column.

    A standard file explorer window is displayed for you to select the attachment.

To view a Note attachment:

  • Click the View Attachment button in the View column.

To delete a Note attachment:

  • Click the Delete Attachment button in the Delete column.

To create a Tickler for a Note:

  • Click the Add Tickler button in the Tickler column.

    A New Tickler window is displayed.

To use an existing note as a template for a new Note:

  • Right-click the existing Note row and select Copy Note from the context menu.

    A copy of the original note is then inserted, open for editing, at the top of the Client Notes grid.

For further guidance on working with Notes, see Note Tasks.