New File Notes

 In New Feature, Uncategorized

File Note.shutterstock_194090486

New File Notes

In the October software update, Migration Manager has been modified to have a new, simpler looking File Note system.

In changing the way the File Note system looks, the development and design team took inspiration from other commonly used systems such as Skype, Facebook messenger, sms etc to redesign the way File Notes looks so that it is easier and familiar to use. With the new design, you can very quickly record the details of your conversation of your client, and then manage and record any follow ups. For existing users, you should also know that all of the functionality which existed in the old file note system is still there and can be accessed with a right click. So to help new and existing users understand the new design and how to use the basic features, we put together the following short guide:

How to Create a New File Note

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.

 

 

 

If you have any questions about the new File Note system, please contact our Australian support team.

Credit: Stock Image licensed from Shutterstock: 194090486

127,362
Recent Posts

Start typing and press Enter to search

X