Notes about clients can be entered by DDC Coordinators and Vendors.
From the Client’s Dashboard:
Click the Note tab.
Click Note and enter free text.
Click the Date field (if applicable), and click date.
Click Add Note.
...
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Notes about clients can be entered by DDC Coordinators and Vendors.
From the Client’s Dashboard:
Click the Note tab.
Click Note and enter free text.
Click the Date field (if applicable), and click date.
Click Add Note.
...
Insert excerpt | ||||||
---|---|---|---|---|---|---|
|