- Can I attach a file to notes anywhere under the client's menu?
- Are Client Log entries saved automatically if I forget to save them?
- Can a client email his notes into the Client Log or does s/he have to login and write those notes in the browser?
- How can I upload a document and place it in a specific client's file, but NOT allow them to view it?
- Can you explain the benefit of the Client Log as a tool?
- Can I post a message in the Client Log of multiple clients at once?
- How can I find a specific entry in my Client Logs?
- The links posted by my clients in their Client Log don't work when I click on them. Why is that?