How to Manage Customer Notes

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To view the list of customer notes

While on a customer record click Notes & Tasks.
- Note: The list of notes can be sorted by various columns (the usual arrow cursor changes to the hand cursor when a sortable column is hovered over with the mouse). Click once on the column name and the Up-Arrow icon appears to indicate that the list is now in ascending order. Click a second time and the Down-Arrow icon appears to indicate that the list is in descending order.

To edit a customer note

Scroll to the Notes section.
Click on the row of the desired note.
In the Edit Note window, update the desired fields.
Click Save.

To add a note

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

To delete a note

While on the Note page, click Delete in the lower left of the page.
A confirmation message will appear. To confirm, click Delete.

To apply a tag to a note

In the Notes section, click the Apply Tag icon on the row of the desired note.
In the Apply Tag window, search for the desired tag.
Click on the desired tag.
Close the Apply Tag window.

To remove a tag from a note

In the Notes section, click the Apply Tag icon on the row of the desired task.
In the Apply Tag window, search for the desired tag.
Click on the desired tag.
Close the Apply Tag window.

To create a new task note

In the Tasks section, click the Apply Tag icon on the row of the desired task.
In the Apply Tag window, click on Create New Tag.
Name the tag.
Click the Checkbox icon .

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.