4 articles tagged as “notes”:

• Adding a New Client/Participant

  Build your client profile with key information to get started.

  Published in:  Client Profiles

• Create a Report from the Notes

  How to run and export a report of your Client Notes in the Eziplan system.

  Published in:  Reporting

• Eziplan Configuration options

  A list of the many ways that Eziplan can be configured to meet your business needs

  Published in:  System Management

• Searching Notes for Key Trigger Words

  How to quickly identify notes written on your clients/participants that contain keywords e.g. fall

  Published in:  Reporting