Difference between revisions of "Diary"
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Diaries are simple follow-up or to-do items. | Diaries are simple follow-up or to-do items. | ||
| − | You can create a client Diary from the [[Client Tab|Client Dashboard Tab]], from [[ | + | You can create a client Diary from the [[Client Tab|Client Dashboard Tab]], from [[Policy Express]], or from [[Download Alerts]]. |
==== Creating And Using Diaries ==== | ==== Creating And Using Diaries ==== | ||
Revision as of 15:12, 16 June 2015
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Diaries are simple follow-up or to-do items.
You can create a client Diary from the Client Dashboard Tab, from Policy Express, or from Download Alerts.
Creating And Using Diaries
Training 1: Newton Interface Overview
Training 5: Email, Diary, Activity, Client Notes & Memo Writer
The diary comment font size can be adjusted per user.
Diary Example
