 How to Access
Tabs3 Billing Location
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Quick Launch
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Client Information
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Menu
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File | Data Entry | Client | Client Notes
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Home
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All Actions | People | Client Information | Client Notes tab
All Actions | Accounts Receivable | Client Information | Client Notes tab
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Keystroke |
Ctrl+ Shift+ C
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Access Rights
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| Tabs3 Billing tab | Client Information | Browse Client
| Tabs3 Billing tab | Client Information | Add Client
| Tabs3 Billing tab | Client Information | Change Client
| Tabs3 Billing tab | Client Information | Delete Client
| Tabs3 Billing tab | Client Information | Browse Client Notes
| Tabs3 Billing tab | Client Information | Edit Client Notes
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R11818 - Access Rights
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Exclusivity
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Click on the desired tab when 
appears for information about that program tab.
| Billing Preferences |
Statement Options |
Split Billing |
Budget |
LawPay |
Client Portal |
Autopay Settings |
| Address |
Setup |
Rates |
A/R & Fund Balances |
Client Notes |
Custom Fields |
Billing Options |
The Client Notes tab includes Client Notes for the client. Client Notes allow you to keep
track of miscellaneous "free-form" information for each file. This information can be searched
by the Conflict
of Interest Check. Client Notes can be spell checked and are included when printing
individual client records.
Client
Client
Notes
Note: The Client Notes tab will not be accessible
unless the user has been assigned to Client Notes and one of the following: Add Client, Change Client or Delete Client.
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