Add Notes To A Customer Profile
To add a note, navigate to Manager Home > Customer.
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Search for the customer you wish to edit > Click on their name > Click on Cust Details.
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Click on the "Notes" button at the top of the customer's profile.
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A new window will appear. Any previous notes will be shown at the top of the window. Click on "Add" to type in a new note.
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Type in the new note, if you want this note to popup an alert every time the profile is viewed click the "Alert" box. Click "Save" when you are satisfied.
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The note will be displayed above. To delete a note; click on the note to highlight it > Click "Delete".
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The note will be removed from the profile.