You can display your notes by:
To schedule a callback, click the New To Do button when you are entering notes about the customer. Then type a reminder to call the customer and enter the date when you want to display the reminder.
The New Customer and Edit Customer windows have a Type field on the Additional Info tab. Use this field to categorize each customer in a way that is meaningful to your business.
Examples:
Once you set up customer types, you can create reports that show useful information about the different types of customers you serve. For example, if you have categorized your customers by market segment, you can create a separate sales report for each segment.
When you print mailing labels, you can print them only for particular customer types. For example, if you are a photographer, you could send advertisements to all high schools for whom you took graduation pictures.
Custom fields let you associate special information with customers. For example, you can add a field to keep track of customer birthdays. Your custom fields appear on the Additional Info tab of each customer's record.
Examples of customer-related information you can track through custom fields:
To see the history of a customer's balance, open the customer's register. The register lists all invoices, statement charges, payments, credit memos, and customer discounts you've entered for that customer (or job).
If your company is moving and you want to send a letter to your customers about your new address, write the letter in a word processor, and then use QuickBooks mail merge to incorporate the customer names and addresses in the letter.
To print labels for a special segment of your customer base, use customer types to limit the mailing to just those customers.
You can transfer data you've entered about your customers to other programs such as spreadsheets, databases, and word processors.
Examples: