Add New Client Wizard - Step 4

Last modified


The Client Note details you enter in the Add New Client Wizard - Step 4 window appear on the Main tab of the Client page.

Enter a note for the client

  1. Enter the Title for the note. The current date is the default and is displayed in the Date field. You can select a different date.

  1. Type your notes into the block.

Use the formatting icons to apply rich text styles such as bold and italic to the text in the Notes box, or to change fonts, etc.

  1. Click the File:dirname/central/040_Contacts+and+Clients/140_Using+the+New+Client+Wizard/050_Add+New+Client+Wizard+-+Step+4/icon_spellcheck.gif icon to launch the spellchecker to check for typing and spelling errors.


You can choose to continue with the Wizard to add the client to the database or click Finish and complete the details on the Client page later.
  1. To continue using the Wizard, click Next.
    The Step 5 window appears. This is where you enter details of contacts associated with the new client.

Page statistics
756 view(s) and 12 edit(s)
Social share
Share this page?


CCH Central




 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |