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How to Manage Customer Notes

To view/edit a note on a customer record 

  1. While on a customer record click Notes & Tasks.
  2. In the Notes section, click on the Edit icon Pencil Edit Icon - No background.png on the row of the desired note.
  3. In the Edit Note window, update the desired fields.
  4. Click Save.

To view the entire note description in the note list 

  1. Click on the More icon More Icon.png on the row of the desired note.

Note: The More icon will only appear if the entire note description is not visible in the note list.

 

To add a note 

  1. In the Notes section, click Add.
  2. In the Add Note window, fill out the desired fields.
  3. Click Save.

 

To delete a note 

  1. In the Notes section, click the Delete icon Delete Trash Can Icon - No background.png on the row of the desired note.
  2. Click Delete.

 

To apply a tag to a note 

  1. In the Notes section, click the Apply Tag icon tag_icon.png on the row of the desired note.
  2. In the Apply Tag window, search for the desired tag.
  3. Click on the desired tag.
  4. Close the Apply Tag window.

To remove a tag from a note 

  1. In the Notes section, click the Apply Tag icon tag_icon.png on the row of the desired task.
  2. In the Apply Tag window, search for the desired tag.
  3. Click on the desired tag.
  4. Close the Apply Tag window.

To create a new task note

  1. In the Tasks section, click the Apply Tag icon tag_icon.png on the row of the desired task.
  2. In the Apply Tag window, click on Create New Tag.
  3. Name the tag.
  4. Click the Checkbox icon Inline Edit Save.png .

Note: This is a quick add feature that does not allow you to fully customize the tag.  To fully customize the tag have an administrator edit the tag in the administration section.

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