Why:

For each customer it is possible to create notes detailing any information relevant to that customer.

 

Where:

Customer notes can be accessed from various places:

From within Parts View, highlight the order that you would like to work with, then select Order > View. Alternatively double-click on the order to open the record then select the ‘Customer Notes’ button .

From the Customer View, open the customer either by double-clicking on the customer or via the Customer > Open and select the ‘Customer Notes’ button.

From the Workshop Order View, highlight the order and select Order > Notepad > Customer.

This will display a ‘Notes for Customer’ window.

 

How to Maintain Customer Notes:

Customer notes can be added or amended in the Notes for Customer window regardless of where this window was opened.

 

Related Topics:

Creating a Parts Order.

Creating a Workshop Order.