Customer Notes

The Notes Tab allows viewing/creating/editing/deleting notes against a customer.

Viewing Notes

To view notes, head to the Notes Tab on the Customer Popup. Any notes created against the customer will be visible here. Notes can be filtered on basis of Note Type.

Note Creation

To create a note, click on the + Create Note button on the top right corner of the popup, or the + New Note button on the top right corner of the notes tab, to open the Note Creation Popup.

Fill in required fields in the new note and click on the Create button to create the new note.

Editing Notes

To edit a note, click on the Edit button visible on the bottom left side of each note. to open the Note Edit Popup.

Edit any required field and click on the Update button to update the note.

Deleting Notes

To delete a note, click on the Delete button visible on the bottom left side of each note. Confirm the resultant prompt to delete the note.