Customer Notes and Flags let you record and store information specific to each Customer. These details are for internal use only and are not visible to the Customer.
Table of Contents
Customer Notes
Customer Notes appear only on the Customer record and are used to store information specific to that Customer.
Navigate to Sales Module / Customers and select the appropriate Customer.
1. Select the Notes & Flags tab.
2. Click Add a Note.
- Notes can only contain text.
- Adjustments can be made for formatting and/or alignment.
- An ordered list, unordered list, and hyperlinks can be inserted to sort information.
- When a note is added, it will display the date, time, and user who added the note on the Customer record.
- Notes cannot be edited. Once a note is added, only a System Administrator will have the option to remove it.
Customer Flags
Customer flags are a visual reminder for relevant Customer information.
Navigate to Sales Module / Customers and select the appropriate Customer.
1. Select the Notes & Flags tab.
2. Click Add a Flag
- Flags can only contain text.
- When a flag is added, it will display the date, time, and user who added the note on the customer record.
- Flags will only appear when a Customer is first selected during step 1 of order entry.
- When the flag appears on Estimate and Order entry the user must select ok to continue. See example below.
- Flags cannot be edited. Once a flag is added, only a System Administrator will have the option to remove it.
Example:
