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Reports, Client, Client & Policy Notes

The standard report will display the selected client and policy “Note Lines”, which is particularly useful for checking outstanding actions…

  • Use the “Set” dropdown to select the address set (e.g. “Clients, Individual”, as shown above), then…
  • o EITHER use the search buttons to select a single client (or other address set record)

    o OR click the tick-box to “Select all clients in set”

    o OR click the tick-box to “Select all clients in all address sets”

  • Use the “Adviser” dropdown to restrict the list to just those clients or policies linked to a single adviser (e.g. “JP – Jane Potter”)
  • Optionally tick the option to group the listing by client, rather than just in date order
  • Optionally enter “From” and “To” dates to limit the selected list of notes accordingly (two blank dates result in all, a blank to a date results in all up to the date, etc)
  • Optionally click the tick-boxes to include just client notes, just policy ones, or both
  • Optionally click the tick-boxes to include completed, incomplete and overdue notes (i.e. “overdue” is where today’s date is greater than the note’s “complete by” field)
  • If you ticked “Include overdue notes” then optionally set the date by which they should have been completed
  • Use the “Include notes with standard actions” to restrict the list to just “1st appointments”, etc
  • Use the “Include notes created by” to restrict the list to just those clients or policies entered by a given user (e.g. “FAY”)
  • Use the “Save” and “Load” buttons to save and subsequently recall your selections
  • Click “Print” to proceed, and you should see a report like that below
  • Click the “Printer” icon at the top left of the report to get a hard copy.