How to: Add a Note

The Notes Tab is present on most of the windows. Notes are a great way to record any observations or history about a customer. Then a Sales representative can use this information for future interactions.

Some notes are created automatically by Service Manager to inform you of changes. Such as when an agreement was printed and by whom.

To create a new note

Select the record you would like to add a note to. For example a customer, contractor or a driver.
Choose the Note tab
Either right click and choose Add Note or expand the notes menu and also choose Add Note
Enter any details in the note section, choose Save
Your new note will be displayed

To amend a note

Either double click the note or right click on the note to amend and choose View Note

To delete a note

Right click on the note to delete and choose Delete Note