CRM Phase 1 - Flipbook - Page 53
Adding Notes to a CRM
Record
10. Introduction
When Notes are selected the screen provides the ability to store notes against either the Vehicle, Customer or
Company record, an unlimited amount of notes can be entered, however, they cannot be searched or printed.
Before entering notes the icon on the toolbar will display No Notes.
When the option is taken the note page will automatically display the User Details and Today9s Date. This allows
the system to record the author of the note and when it was entered. Upon completing the text click on the OK
button. This will save the document.
Adding Notes to a CRM Record
02.002.08.L1 9304E
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