Customers - Tab - Notes

You can add notes and attachements to a Customer Record. Notes can be used as memos and attachments can be stored and download when needed.

From the Customer record select Notes tab click [+Add]

Select a Tag

Your Customer Note Tags list must be created in your Settings, for more information on Customer Note Tags

Input your Note or add an attachment

Select [Save]

All your notes will be listed on the left of the screen and you can filter by tag and/or search by text

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