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 [[#Policy Express|Policy Express]], or from [[Download Alerts]].
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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