The following updates have been made to FYI.
- When a Phone Call or Meeting is created, the description section pops out in the same way as the Preview pane so you can start making notes.
When selecting an existing Phone Call or Meeting, click the Preview tab to display the Phone/Meeting description. Refer to Creating a Phone Call Record and Creating a Meeting Record.
- Postal address has been added in Client details. This is on the Clients - Summary tab in the Contact Details. Refer to Displaying Documents and Information for a Client.