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Web Dashboard: How to Add/View Customer Notes

 

1. From your computer, log into the Web Dashboard.

Screen_Shot_2017-05-15_at_4.09.39_PM.png

 

 

2. Click on Customers. 

Screen_Shot_2018-07-31_at_4.10.25_PM.png

 

 

3. Click on Customer name. Screen_Shot_2018-07-31_at_4.07.57_PM.png

 

 

4. Click on Customer Notes. Screen_Shot_2018-07-31_at_4.27.29_PM.png

 

 

5. Here you can click on the invoice icon to view the note on the invoice. 

Screen_Shot_2018-07-31_at_4.28.39_PM.png

 

 

6. Click on the '+' sign to add a new Customer Note.Screen_Shot_2018-07-31_at_4.28.03_PM.png

You can not edit an existing Customer Note.

 

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