customer Notes

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Notes

 

Add - add a new note.

 

Edit - this will edit the currently selected note.

 

Delete - this will delete the currently selected note.

 

Editing A Note

 

 

This is the Add/Edit note screen.

 

Notes can be grouped together to help with the maintenance of the notes.

If Show Note is checked then when the customer is selected for use in a module the note will show as a popup warning box.

 

Reports

 

Select Report - Choose a report to run.