Client/Matter notes

 

Use the Notes feature to enter, view and print miscellaneous information related to your clients/matters.  

  1. Open the Inquiry feature, select a client/matter and press Enter.  You can also enter notes from the Contacts tab on the Clients and Matters feature.  

  2. Click Notes image\notes20x20.gif.  

  3. The Notes screen will display existing notes on the client/matter.  Type your notes.  You can click Date Stamp to stamp your notes with the date and your user name.  

  4. Click Save , or click Cancel to discard your notes.  

  5. To print or view a report of the notes click Print .  The report will display on your screen.  To print it, click Print on the toolbar at the top of the report screen.