Clients Drawer - Memos

QuickFile saves certain events as Memos. You can also enter memos manually. If you set a reminder date, the memo will stay active until it is dismissed.

Main Menu

Return to the Main Menu.

Adam, William

View Search screen.

Adam, William

View Clients screen.

Adam, William

View Policies screen.

Adam, William

View Client Billing screen.

Adam, William

View Company Billing screen.

Adam, William

View Images screen.

Adam, William

View Letters screen.

Adam, William

View Forms screen.

Adam, William

View Activity screen.