A maximum of 10,500 characters is allowed for each client.

Blank lines can be entered to separate paragraphs of text by simply pressing the Enter key. By default, Insert Mode is on.

Date/Time/User ID: The F5 key can be used to insert the current date, time, and User ID. For example, pressing F5 will insert the following at the insertion point:
      11/03/2026 02:41pm JOHN

Formatting: Text in this field can be formatted to include bold, italic, and underline attributes. These formatting attributes can be cleared by selecting the Clear Attributes option from the shortcut menu. The case of the selected text can be reversed by selecting the Reverse Case option from the shortcut menu. Text can easily be zoomed between 100% and 500% by pressing the Ctrl key while scrolling up or down with your mouse.

Statement Designer Note: When including the Client Notes field in a Statement Designer template, any text formatting such as bold, italic, and underline will not be included on the statement. Additionally, any blank lines in the field will be removed when generating statements unless the Compress Blank Lines option in the Properties window for the Client Notes field is set to “No”.

Text Macros: This field allows the use of text macros. Various text macro options can be accessed via the shortcut menu.

Spell Check: The button (or Alt+C) can be used to spell check client notes. Spell checking is performed as you type if the Automatic spell check as you type check box on the Spell Check Options window is selected. However, new notes are not automatically spell checked when they are saved.

Find: Right-clicking and selecting the Find menu option (or Ctrl+F) can be used to open a Find dialog allowing you to search for specified text in the field. Ctrl+G can be used to find subsequent occurrences of the previously specified text.

Note: To import information into client notes or export information, use the standard Windows Cut, Copy and Paste functions in conjunction with the Windows clipboard.

PracticeMaster Note: When integrating with PracticeMaster, Tabs3 Client Notes are mirrored in PracticeMaster's Journal File. Although these notes can be seen in PracticeMaster, they cannot be edited in PracticeMaster; they must be edited using Tabs3.

See also:   Shortcut Menus
  Selecting Text
  Changing the Default Font

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.