Is it possible to change some setting so that the "client notes" info appears on the main Client Info page instead of a separate tab that you have to navigate to?
Not that I am aware of. For now, it is the one extra click.
Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]
*Community Hub is the new name for Sage City