CRM Phase 1 - Flipbook - Page 54
Creating Notes
against a CRM
record
Refer to process 02.001.01 L1
Searching for CRM Records
Search for the required
CRM record, e.g.
Vehicle, Customer or
Company
Click on Edit
Select No Notes
from the toolbar
The user and date
automatically load to provide
a date relation to the note
Key in the
required notes
Once the customer record
has been saved, the notes
icon will display Notes exist
Click on OK
Adding Notes to a CRM Record
02.002.08.L1 9304E
Page 54 of 115
