CRM Phase 1 - Flipbook - Page 55
STEP
PROCESS
STEP 1
Search for the required CRM record. Refer to process 02.001.01 L1 Searching for
CRM Records for more information.
STEP 2
Click on Edit.
STEP 3
From the toolbar within the customer record select the No Notes icon
STEP 4
Enter the required note. The system will record the author of the note and when it was
entered:
STEP 5
Click on OK to save.
STEP 6
Once the customer record has been save, the notes icon will now display Notes exist.
Note: notes will now appear on casefile information when a CRM record is loaded.
Adding Notes to a CRM Record
02.002.08.L1 9304E
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