Notes – Customer
Manage the Notes created against the customer. Notes can be used to jot down points of discussion during customer meetings.
By default, the Notes created against the Customer can be viewed here.
To create a new Note against the Customer:
- Click on the ‘Create Note’ button.
- In the popup displayed, enter a Note Title and Description. There is an additional option to mark a note as important. Once done, click Save.
- A new note attached to the customer is created and displayed on the grid.
To remove an existing note:
- Select the note by clicking on the check box and then clicking on the Remove button.
- The note will be removed from the customer.
To update an existing note:
- Click on the Edit icon next to each note.
- The Note detail screen will be displayed as a popup.
- Make the required changes and click on Save.
