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The Organized Wedding Consultant Online Help: Working with Notes

Views discussed: Client Notes, General Notes, Initial Notes (under Default Client Info)

There are three different views in the left-hand menu that are all related to notes: "Client Notes", "General Notes", and "Initial Notes". These three areas work identically, but they all serve different purposes:

Client Notes

Use this area to store your notes related to one particular client. When you change to another client (using the yellow client selector in the left-hand menu), the contents of this area change to reflect your notes for the selected client.

General Notes

Use this area to store notes that aren't connected with one particular client.

Initial Notes

Use this area to set up any notes that you would like to automatically include in the "Client Notes" section of all new clients. This capability is more useful than it sounds. For example, there are probably things that you know you organize for every client, and you know you're going to wind up taking notes on those subjects. If you go ahead and create empty notes -- or even empty folders -- with appropriate names in "Initial Notes", then when you add a new client, the software will create these empty place-holder notes for you automatically. This system helps you to stay consistent about where you put information for every client -- thus making it easier to find your notes quickly. Plus, of course, it saves you a little bit of typing.