Go to the customer file you would like to make notes on. Click on sub-menu Notes, type in notes and click ‘Add’. You have the option to add attachments too. The uploaded note will appear in the existing notes list underneath.
How do I add notes?
Modified on: Wed, 22 Apr, 2020 at 10:31 AM
Did you find it helpful?
Can you please tell us how we can improve this article?