Customer Notes

Overview

The “Note” tab is meant as a permanent record keeping system of information relating to the customer. Each note has its own specific type that’s selected upon adding the note. Each note is made permanent the night the note is entered and cannot be modified or removed. If the note is relevant to a call back, entering in a call back date makes it searchable on the customers find it>call backs tab. You can also specify what default text is entered in the note box when a note type is selected.

Detail

To add a note, follow the below steps:

-Right Click in the grid

-Select Add Note

-Select the type of note

-Type the note

-Click the save button on the top toolbar

The add to employee option will add an already entered note to the personnel you select. This can be used when the customer note is in reference to specific personnel as well.