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Client Note dialog
Use the Client Note dialog to enter notes about the open client. Client notes are shared with FileCabinet CS, Fixed Assets CS, and Practice CS (as long as a matching TIN is entered for the client in each application), and this dialog contains tabs for each of the applications you have installed. The current date and time are automatically added to the text box when you select the Add Note button, so you can enter as many notes as necessary for the open client and easily differentiate among them.
To open this dialog, select the Client Note button in the UltraTax CS toolbar. If you want to be prompted by this dialog when you open a client's return that contains a note, mark the
Automatically display note when client is opened
checkbox on the Setup, User Preferences, then Misc tab.Fields & buttons
Application tabs
This dialog contains a tab for each applicable application that is installed (UltraTax CS, FileCabinet CS, Fixed Assets CS, and Practice CS). Each tab will display the date and time of the last update to the client note text box, as well as the user ID of the last person to have made a change.
Add Note button
Select this button to add a new note to the currently selected application tab. The added note is prefaced with the current date and time, as well as the ID of the user entering the new text.
Delete note button
Select this button to delete all text from the currently selected application tab.
Print button
Select this button to print the client note.
Properties button
Select this button to view the note properties for the currently selected application tab. Each time a client note is modified, the change is recorded in the note history displayed in the Note Properties dialog, including the user ID, application, date, and time when the change occurred. Note properties are recorded separately for application tab in the Client Note dialog.
Client Note toolbar
The toolbar on the Client Note dialog contains buttons for common word processing features, such as cut, copy and paste; font size and selection; bold, italic, and underline formatting; left-justified or centered alignments; paragraph settings; and tab position specifications.
Related topic:
Attaching a client note This article applies to:
- Product: UltraTax CS