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
7. Add Additional Content
8. Set the Status
9. Set Reminder Date and Responsibility
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.