Managing Client Associate Notes

Notes can be added to document specific information about your client associates. The Client Associates Notes grid lists all saved notes for the open associate. From the grid view, you can print or delete existing notes and display the Note - Client Contact window to add or edit notes. Information in the grid can be rearranged according to your needs for the selected client associate.

To display the Client Associate Notes tab, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
2. Do one of the following:
   • Add a new client profile. See Adding a New Client for more information.
   • Open an existing client profile. See Editing a Client for more information.
3. Click Associates under Profile Information on the navigation panel.
4. Do one of the following to display the client associate profile:
• Add an associate. Click New on the button bar to add an associate.
• Copy an associate. Select a client associate in the grid and click Copy on the button bar to create an associate based on the selected associate.
• Edit an associate. Select an existing associate in the grid and click Open on the button bar, or double-click an existing associate.
5. Click Notes on the navigation panel. Any existing notes created for the client associate are listed in the grid.
6. Select from the available options.

Component	Description
New	Click New on the button bar to display the Note - Client Associate window, allowing you to add a note. See Adding a Client Associate Note for more information about saving client associate notes.
Open	Select a note in the grid and click Open on the button bar to display the Note - Client Associate window for review or editing purposes. See Adding a Client Associate Note for more information about saving client associate notes.
Delete	Select a note in the grid and click Delete on the button bar to permanently remove it from the list.
Print	Click Print on the button bar or right-click in the grid and select Print to send the list of client associate notes information to any printer installed on your machine for filing or reference purposes.
Export	Right-click in the grid and select Export from the menu to save the list of client associate notes information to an external XLS, XPS, or PDF file.
Find	Right-click in the grid and select Find from the menu to search for a note in the grid. Enter the complete criteria to search for a specific record or partial information to search for similar matches, and then click Find Next to select the next instance of your criteria in the grid.
Sort	Right-click in the grid and select Sort > Sort Ascending or Sort > Sort Descending to change the grid sort order.

7. Click one of the client associate profile Save buttons or cancel.

Button	Description
Save	Saves the changes and the window stays open for editing.
Save & New	Saves the changes and opens a new window to create a new client associate. This option is available only when you are creating a new client associate.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.

8. If you also changed settings in the client profile, click one of the Save buttons or cancel.

   Button	Description
   Save	Saves the changes and the window stays open for editing.
   Save & New	Saves the changes and opens a new window to create a client. This option is available only when you are creating a client.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.

Note: For information about updating multiple selected clients, see Editing a Client.