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.
1. Open the Matter
Using the Open button, find and open the matter in question.
2. Click the New FN button
To create the file note, click the New FN button in the main toolbar.
3. File Note Window
A new File Note window will now appear, docked to the side of its associated matter.
4. Record your Note
Type details of the note into the 'Add New Note' part of the File Note window.
5. Click Enter
When you have finished recording the content of the note, click Enter.
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.
10. Save & Close
When you have finished with the File Note, click Save & Close.
11. Filenotes Tab
The saved File Note will now appear in the File Notes tab in the Client Detail window. To open a File Note, just double click it within the File Notes window.
Video Guide