Q: Is it possible to put a note on the Client Ledger about certain issues that are important for the file?
A: The File Manager has the “Notes” section.
Notes section: Go to CONTACTS AND FILES -> FILE MANAGER. Scroll down to the “Notes” section. Click the “Add” button. Type in the notes for the file and press “Ok”. Press the “Save” at the bottom left. The Date and Time will be inserted onto the note after it is saved. These notes do not show on the Invoice.
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