Articles
Add Customer Notes
Notes can be added in several customer related areas of the application including:
Customers
Sites
Systems
Work Orders
When entering a Note, it should be entered on the entity that is most logical. From example, billing rela...
Delete Customer Notes
To delete a Customer Note, you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list will be displayed. Locate the customer in the list, and then click on the...
Edit Customer Notes
To edit a Customer Note, you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list will be displayed. Locate the customer in the list, and then click on the h...