Info tab of Client window

Info tab of the Client window can be used to enter any optional additional information regarding the selected client in plain text format. Notes can be filtered by custom categories.

Subject — maximum 100 characters long.

Category — categories of notes can be added by clicking menu Settings > Personal and selecting Categories. See Categories topic for additional details.

Information — plain text note any umber of characters long.

Notes can be filtered by Subject or by Category columns.