Displaying client notes

Use command asterisk (*) to see the notes for a client.

To display account notes:

1. Navigate to the Client Inquiry screen.
2. At the Enter Option (?) prompt, type the asterisk (*), and press Enter.
3. At the Press <CR> prompt in the Notes screen, do one of the following to navigate the list of notes:
   • If there is more than one page of listings, to go to the next screen, press Enter.
   • To go to the previous screen, type /, and press Enter.
   • To exit the notes screen and return to the Client Inquiry screen, do one of the following:
     • From any page, type Q, and press Enter.
     • Press Enter until the Client Inquiry screen displays.