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: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click on the hyperlink in ...
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: CRM > Customers.
The Customers list will be displayed. Locate the customer in the list, and then click on th...
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: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click on the hyperlink in...