Customers and jobs: Keeping notes

When you open a customer or job in the Customer Center, you'll see that each one has a Notes pane. This is a notepad where you can keep notes about a customer or job.

To add or edit a note:

  1. Choose Lists > Customer:Jobs or choose Customers > Customer Center.
  2. Double-click in the Notes column next to a customer or job name. (To edit a exiting note, double-click the imageicon.) Or select a customer or job name and then click Add Notes or Edit Notes in the top right corner of the window ( Customer Center only).
  3. (Optional) Click Date Stamp to add the current date to the note.
  4. Click New To Do to enter a note. Details
  5. Click OK.

Notes on notes: