Personnel Note

Overview

The “Note” tab is meant as a permanent record keeping system of information relating to the personnel. 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. You can also specify what default text is entered in the note box when a note type is selected.

Detail

To enter a note, complete the following steps:

-Right Click

-Select Add Note

-Select the Type of note

-Type the Note

-Click the Save button on the top toolbar

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