dnorton
Level 1
12-07-2019
07:07 AM
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Looking for a pop up note that will appear when you open a client so important instructions are carried over each year
Solved! Go to Solution.
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George4Tacks
Level 15
12-07-2019
07:07 AM
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No pop ups, but you can add notes. It is up to you to look at the note each year.
If you still use tangible client folders - you can put a bright colored note on outside or inside cover of the folder to "Look at Screen # for ..."
Here's wishing you many Happy Returns
