There are many different ways to generate a file note in AdviserLogic:
Select a client, then go to the File Notes section.
Click on "Add" to create a new file note:
Some features to take note of:
- Lock this record - Once you have selected this option, you can no longer make any changes to the file note once you have saved it
- Category - If you categorize your file notes, you can sort through them via the category you have placed them into
- Related to - Classify which client/fund the note relates to
- Manage Attachments - Attach files and enter in details/information about your attachments
Transferring File Notes
You can also copy file notes from one client to another by going to Tools → Copy File Notes. However, this copies ALL the file notes associated with one client over to another.