1/ Enter contact info on the Client Status page in the Permanent Comments section. This info will carry over to future years.
2/ Enter contact info in a Note to the phone number entry blank. This will cause a Note symbol (the little pencil) to appear on the phone number blank, signaling information in a Note beneath than entry. This info will carry over to future years.
3/ Enter contact info in the Missing Client Information box. I keep a lot of notes in there. However, these entries do not carry over to future years.
