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Adding a Comment (Customer Record)

.

Service > Miscellaneous > Customers

or

Parts > Miscellaneous > Customers

or

Sales > Miscellaneous > Customers

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within a Customer Record:

3. Select the [Comments] button in the Action Ribbon to open the Customer Comments window.

4. Select the [Add] button.

5. Type in the comment.

6. Select the [OK] button.

7. Repeat steps 4-6 to add another comment.

8. When complete, select the [OK] button.

9. Select the [Save] button in the Action Ribbon.

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