Just-Lisa-Now-
Level 15
Level 15

Theres a place in the Client Status to include Permanent Notes, so if you re-trained your brain to open the Client Status screen with the button at the very top of the Fed info worksheet before scrolling down, you'd see the notes.....but I dont know of a way to have a popup note appear when opening a client file.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪