Peek Notes on the Bill Info Page

     Try this new button on the Bill Information Page right beside the Add Tracking Form button. It’s called Peek Notes and it allows you to see all of your notes from all of your Tracking Forms for this bill.

     If you’re trying to check which clients are missing notes or are looking for where you pasted your write-up, use Peek Notes to quickly check!

     Bill Info Page Changes:  More changes to the Bill Information Page are on the way; If you would like to try out the new format and provide us feedback, email us a quick note.

Find the past Tips of the Week HERE