Articles
Add Site Notes
To add a Site 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 click ...
Delete Site Notes
To delete a Site 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 cli...
Edit Site Notes
To edit a Site 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 click...