Managing Notes on a Customer Record
Managing notes on a Customer Record is an important feature of creating a successful Customer Record and can be easily done by following these few simple steps:
1. Select the Customers icon in the menu ribbon on any page.
2. Select the desired Customer Record, and the details window will slide open on the right side of the screen.
3. Open the Notes tab
4. Select the New Note button.
5. Enter or paste your text into the field, and select the Add Note button to save.