Notes Tab

To access this tab, select Notes on the tab bar in the middle of the Customer Record form

Use this tab to record any specific notes or reminders about this customer. This is a free-form area; each line can be longer than the width of the form. Press Enter to move down to the next line.

Notes Tab Fields

Notes: A free-form text field for any miscellaneous notes about the customer.

 

When you are finished making your changes, select Save.