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 related notes should ...

To delete a Customer Note, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the list, and then...

To edit a Customer Note, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the list, and then c...