Cimmaron Software On Demand Technical Support

To enter a general note:

1. Use the Client Finder to find the client that you would like to enter a note for.  Once the client appears in the results grid on the Client Finder screen, double click on the client row to display the Client Detail screen.
2. Click on the Activities tab.
3. Using the drop down portion of the Add button (click on the little down arrow on the right side of the button), select Note.
4. The fields required to save this activity are Subject, Category, Assigned To, and Status, and these will default, but can be changed as necessary.  For instance, you may want to enter a more descriptive subject.  To do so, just type in the new subject in the Subject box or select an exiting subject from the drop down box.
5. Enter your note in the Text box.
6. Click Save.