Customers - Tab - Notes

You can add notes and attachments 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