Manage customers window - Notes tab

From Customers, select Manage customers, find customer record, and select Notes tab

The fourth note displays a blank prompt, which will accept any value typed in the prompt (as long as the value is unique). As soon as you enter data in the last note field on the tab, the system automatically creates a new blank note below the last note.

The Notes tab can hold up to 70 notes.

To enter note information

  1. Open a customer's record in the Manage customers window.
  2. Select the Notes tab and click in any field.
  3. Tab to each field and enter the appropriate values.
  4. Click Save, or continue entering additional detail information.

To view note information

To view the entire contents of a Note field in the Notes tab, click the Zoom button that corresponds to the Note field you want to view.