| Client Notes File (CLIENTNOTE) | 
|
|
|
|
|
|
 How to Access
|
The following is a list of fields found in the Client Notes file. This file holds client notes as well as beginning and ending statement notes. This file does not include the notes that are assigned to a statement template.
| Tabs3 Client Notes File | ||
|---|---|---|
| Field Name | Description | Notes |
| _SEQUENCE_NO | Internal Sequence Number | |
| CLIENT_ID | Client ID | |
| RECORD_TYPE | Record Type |
B=Beginning Statement Note E=Ending Statement Note I=Billing Notes & Instructions N=Client Notes |
| DESC | Note Text | |
) are registered trademarks of Software Technology, LLC.