Case/Client File Notations

You may enter personal notes about a client or a case. For entering personal notes about a client, click on "Clients" tab, select the client in the left side list. On the right side pane, click on "Client Details/Edit" and then click on "Personal Notes" link.

Similarly, for entering personal notes for a case, click on "Cases" tab, select the client in the left side list. On the right side click on "Edit Case" tab and then click on "Personal Notes" link.



"Insert date at cursor" link may be used to quickly insert current date/time on the cursor location. Email icon can be clicked to email notes in the box to yourself.