Access the Notes Register via Main > Notes Register (database upgrade may be needed)

Switch Date and View By options at top left to display notes in lower part of screen

Tick ‘Show only my notes’ to display only notes and follow ups created by you

Select a person (client or supplier) and enter note details (as a minimum) then click Add

You can also add a subject, link a horse, add a follow up date, and add note attachments

Double click a note to update it, or right click to delete (or go to the person record)

Modify the from and to dates in the follow ups section to expand follow ups displayed

Double click a note or follow up and tick ‘Completed’ then ‘Update’ when task is finished

Notes can also be entered or viewed from the person screen (Main > People & Firms)