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Accountants Enterprise only
To Do Notes enable you to add quick comments on your homepage.
If you have Practice Manager, To Do items are initially set up using Maintenance > Miscellaneous > Code Types. They can be created, edited and printed for Clients, Contacts, Employees, Suppliers and Assignments.
Notes added on your homepage are not stored in the To Do wizard. They are identified by in the column of a task in your homepage. They can be viewed by placing your cursor over the icon or double-clicking an icon to open a Notes window.
The following procedures are not applicable to standard homepage.
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