On Database view, open Client record note tab, at the bottom of screen, there's an option to 'Print this comment on statements for this client'...........this option does not appear on NXT Client Note. This is a very important function for us to include personalized messages to each client & hoping this is a feature that will be moved over to NXT very soon!
Paula Trent
Agreed! We use this in our organization and it is a very important function for us
This is very important for our organization to include the Comment as well on our Client Statements !!!
On Database view, open Client record note tab, at the bottom of screen, there's an option to 'Print this comment on statements for this client'...........this option does not appear on NXT Client Note. This is a very important function for us to include personalized messages to each client & hoping this is a feature that will be moved over to NXT very soon!