How to add customer notes
Summary
Solatech Focus and DOS users can add customer notes
to the customer record. These notes are only visible from within the
customer record, and will not print on any output generated from the
system.
Instructions
- On the customer details screen, locate the section Notes
- Expand the section by clicking on the triangle
- Type notes in the text box
- Press the Save button
Applies To:
- Solatech Focus
- Solatech DOS
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