<< Click to Display Table of Contents >> Navigation:  Getting Started > File notes

 

Most activities involve more than what gets recorded when the activity is first created. You usually need to enter extra data at a later date, such as what you've told a client, what they've asked of you, a note of what services were delivered during Education Sessions, etc.

 

 

Once you're familiar with creating file notes via the client record, check out the calendar - which provides a date and time oriented method of creating file notes.