Attaching a note or alert to a customer record

You can link a note or alert to a customer's record and then set a date and time for the note or alert to appear.

 

    1. Choose one of the following:

    2. Search for and select the customer that you want to modify.

    3. Click Change Note / Alert.

    4. Choose one of the following:

    5. Select the Note/Alert Type for the note or alert.

    6. Enter a brief Description of the note or alert.

    7. Enter the full text of the note or alert in the Note box.

    8. Choose one of the following:

    9. Click Save.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Adding or modifying a note/alert type

Changing customer details

 

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