Managing Notes on a Customer Record

 This process cannot be done from a mobile device.

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:

Step 1.

Click on the Modules tab, then click on the  Customers icon on the main ribbon.

Step 2.

Create a new Customer Record or open an already existing Customer Record from your record list. 

 If creating a new Customer Record, all required fields must be filled in and then saved before you can proceed to Step 3.  If you need help on how to create a new Customer Record, see article, "Creating a Customer Record."

Step 3.

Click on the Notes tab on the bottom ribbon section.

Step 4.

After clicking on the Notes tab, select the  New Note icon.

To modify or edit a note, go to Step 6.

To delete a note, go to Step 7.

Step 5.

Once the note section has opened, enter in your desired Notes, click on the  Save icon to complete the process.

Step 6.

To modify or edit a note in a Customer Record, click on the Update pencil icon.  You will then be able to edit the attached Note.  Once completed, click on the  Save icon.

Step 7.

To delete an existing Note, click on the Delete icon.  A pop-up menu will ask you to confirm by clicking OK

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