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Accountants Enterprise only

New notes are added by changing the title of an existing note, then adding your new note text. The system saves both the new and the old note separately.

To add additional notes to a To Do item
  1. Find and open the relevant client, contact, employee, assignment or supplier page.

  2. Click the To Do tab.

  3. Locate the correct To Do item.

  4. Click the To Do item’s hyperlink in the Code column. The To Do wizard opens on the Main tab, displaying the title and text of the last note entered for this item in the Notes area.

  5. Replace the existing note title.

  6. Replace the existing note text.

  7. Click Finish. The wizard closes, saving your title and text as an additional note.

When you re-open the To Do item and click the Notes tab, all notes are listed.