Creating a File Note - When you have the Matter Open
Users of Migration Manager should create file notes for every pertinent conversation or meeting that they have with clients, people, entities and agencies associated with a matter. To create a file note for a matter which is already recorded in Migration Manager, follow these steps.
3. File Note Window
A new File Note window will now appear, docked to the side of its associated matter.
6. Note is Recorded
Once you have clicked Enter, the content you previously typed will be added to the note record at the top of the File Note window.
7. Add Additional Content
To add additional comments to the note, repeat steps 4 and 5 and record the details in the Add New Note panel and then click Enter to record the content.
8. Set the Status
Prior to closing the File Note, you should set the Status of the note.
Note: If you set a Status other than 'Complete', a reminder will appear in Snapshot. Also note that by setting the Status to something other than 'Complete', a reminder date will be set for 1 day ahead of today.
9. Set Reminder Date and Responsibility
If you want to change the Reminder Date and who has Responsibility for a File Note, click the reminder button on the bottom of the File Note. The Reminder settings window for this File Note will now appear. When you have made the required changes click Update.
