In order to provide additional information about a client i.e. their VAT Number, Sage log-in details etc, you need to add a note to a client. Follow the below in order to do this:
- Go to the client in which you want to add a note to;
- On the client's page, within the Main tab, you will find a section at the bottom of the page to add a note, and find previously created notes. Simply add the title of the note within the blank box labelled Title, and press Enter to add details to this note. (Screenshot 1);
- You will be taken to a new page in CCH where you can now add details relevant to the title of the note you are creating. When you are happy with the content you have typed out, press the Ok button on the top-left of your screen
