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
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!