Notes customer data

If you have the need to make extensive notes on a client ( for example for making a conversation report if you are a therapist) then you can access the PERIFACT text editor. In the main screen go to the main menu CONTACTS, select your desired contacts and press the [Notes - Edit] button.

PERIFACT invoice program, menu item CONTACTS

This word processor is shown entirely in Office style. So you'll be used to it right away. There is support for:

  • Clipboard / clipboard. Useful for cutting, copying and pasting texts and images
  • Font / font selection, including underlining and crossing out. Increasing or decreasing the font size incrementally is also available
  • Fonts can be set to a different color or highlighted (highlight function)
  • Bulleted and numbered lists are in there
  • Text indentation
  • Left and right align or center texts
  • Find and replace text
PERIFACT invoice program, notes screen