Entering a Note

You can enter notes in a client's profile so that you can relay important information about the client to other employees.

1. Click on the toolbar.

The Appointments for window displays.

2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

3. Right-click on the client's name and select View/Edit Notes.

The Client Notes window displays.

4. Click Edit Notes.

5. Type information about the client.

6. Complete the following as necessary:

1. Select Display Notes in Register to display the notes when ringing up a sale for the client.

2. Select Display Notes in Appt Book to display the notes when scheduling an appointment for the client.

7. Click Save.