What is a File note?

A File note is a memo that you can create for any client in Control Centre and for whatever purpose. There are two stages in the creation of a File note:

• Creating a new File note category

You create a File note category and assign it to your clients via the Add New File Note Wizard...

• Assigning File notes to clients

then you fill in the details for any client that it has been assigned to using the File Note form.

Example

You could create the File note category Payment due date and apply it to all clients who are Individuals. Mr. Paul Barton, an individual, now has the File note category Payment due date available. You enter when the File note is applicable to the client and type in its content.