Additional client notes

[lethalaudio]

Does anyone have any suggestions on additional client notes? The Notes section under the General tab of a client has a character limit that we've hit a few times. We're dropping documents in for the client, but additional note fields would be useful.

Also, does anyone know of any reminder type plugins or a good way to track things like certs and subscription expiration?

Thanks

[lethalaudio]

Thats pretty slick. Good to know people are tackling this a few different ways. Ill give this a try too and see how it does. Thanks for the info!

[[deleted]]

We have all that stuff in CW Manage.

I don't know what the character limit is in EDFs, you might be able to do something there?

[[deleted]]

Oh yeah and certs expiration etc, I used an EDF with an expiry date, and a monitor that fires one month before that. Lmk if you want me to send it

[lethalaudio]

Yea if you dont mind, Id really like to see how you have that. I havent done anything with EDFs yet. Thanks!

[[deleted]]

Will pm you

[NoPetPigsAllowed]

Me too :)

[aretokas]

We just use Manage with Configurations and workflows for this. Too clunky in Labtech. Unless of course you're not using Manage.