You can associate tasks and meetings with clients. When you view or print a client you will have all the task and meetings associated with the client grouped together.

To associate a task or meeting with a client

1. Click on Other > Clients
2. Search for the client using the Quick search field or the Advanced search form
3. Click on the edit icon  
4. Click on the New > Task or New > Meeting link available at the top left in the context menu
5. The task or meeting form form will be displayed with the client field already filled. Fill in the other fields as required
6. Click on the Save button at the bottom of the form