Audit Functions - How to view the Client Note Buffer Account

The Client Notes Buffer Account is where the Client Notes are sent to when they are removed from a Client or Tenancy record in Chintaro. 

To access the Client Notes Buffer Account screen, from the Audit Sub-Menu, click View Client Note Buffer:

Sort or filter the screen to search for Notes regarding a Client’s Name, a Note Type or Title, the User who sent the Note to the Buffer Account (Last Updated) or any combination of these.

You are able to Print or Export the data from the Client Notes Buffer Account by clicking the corresponding function at the top of the screen.

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