Entering Special Notes – Contacts File

The Note field on the Contact File information entry screen may be used for special notations which you want to be able to see when creating a work order or invoice for your customer. (Located below the customer’s address). Examples are: “Call after 4 pm.” or “Loyalty Member” or “customer left a bad cheque on Apr. 14th”.

This same note will appear on all of their records in work orders and invoices.

The note does not does not appear on any printed documents.

The note is automatically entered whenever a new work order is created for that customer, so be discrete, the customer might see this information on your screen.

Do not use this field for mailing list tracking. Instead use the Keywords for tracking group designations, such as, Rotary Club Member, Artist, MailChimp, etc.


Posted on Carl Jagt in Entering Data