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Function: Customer Note Detail Help

Overview

  • Accessed by clicking Add Note or clicking on an active Note link.
  • This page allows for notes to be added related to customer.

Customer Information

  • Information relative to the customer number (Cust#)
    • Cust#
    • Customer Name
    • User Login
    • Email Address
    • Home Phone (if provided)
    • Cell Phone (if provided)
    • Customer Status
    • Customer Role
    • Export Status
    • Opt-In

Note

  • Note #
  • Added By
  • Date
  • Time
  • Note

Note field cannot be left blank

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