Customers
Customer Notes
Notes about this customer that your office and techs can see.
Where and How
Customer Notes
Customers › Customers › Customer › Notes
Notes about this customer that your office and techs can see.
What It Does
Keeps free notes on the customer record.
What It Changes
Saved notes show on the customer and, where turned on, on Route. Customers never see them.
How to Use
- Type the note.
- Click Save.
- Use Property Notes for things about one yard.
From the same help as the card in the app.