How to create a customer note
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Support Staff

Created Dec 23, 2022

How to create a customer note

12
1

Navigate to your dashboard and select the customers tile

you can perform the following actions from suppliers and subcontractors too

Navigate to your dashboard and select the customers tile
2

Select the customer you wish to add the note for

You can use the filters above the company name column for this

Select the customer you wish to add the note for
3

Click on New Note in the customer toolbar

Click on New Note in the customer toolbar
4

Select or enter a communication type

Select or enter a communication type
5

Enter a subject for the note

Enter a subject for the note
6

Enter your note

Enter your note
7

Click on Save

Click on Save
Well done!
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