Difference between revisions of "Diary"
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[[Download Alerts]] | [[Download Alerts]] | ||
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| + | The diary comment [[Preferences#Memo Font Size|font size can be adjusted per user]]. | ||
==== Diary Example ==== | ==== Diary Example ==== | ||
[[File:training1-basictab-diary.png]] | [[File:training1-basictab-diary.png]] | ||
Revision as of 21:47, 5 June 2015
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Diaries are simple follow-up or to-do items.
You can create a client Diary from the Client Basic 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
