The Account notes records give you the capability to store and retrieve dated notes concerning your clients and their accounts. In the tabular grid view these notes appear as follows when you have tabbed in from a selected account record:
The Account Notes data fields operate as follow:
Account # - The account associated with the note
Date/Time - The date and time the note was created.
Session Date/Time - The date and time of the meeting or conversation to which the note refers.
Subject - Brief description of the note
Symbol - Ticker symbol, if applicable, e.g. if the note refers to a particular trade.
Note - Note contents. This field can be viewed and edited in full detail by opening the record in the "Edit" mode.
Continuation - Identifies that the note is a continuation of the immediate prior note for this account.
In the grid view, the note is shown in abbreviated form, but can be viewed in full by clicking upon it to open the Client/Accounts "Edit" view on which you may see the note as shown in Client/Account Edit View.
Account notes can also be used for specialized purposes such as specifying account-specific blended indices as shown in the topic Benchmark Indices, or for storing an account-specific report footnote.