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Adding a Note / Issue

How to add a Note / Issue

M
Written by Matt Panton
Updated over a month ago

Use these when you need to communicate to the rest of your team specific instructions for a customer's account, order, or item.

Account

For account notes, you can click the customer's name-> Click on the Notes Tab



Order


​For order notes, you can click the clear square on the far right of the order bar to add a note.

adding_order_note.png



Item

For item notes, you can click the specific item and click Note

adding_item_note.png

Whichever type you picked a window will pop up where you can assign the category and issue. You can also add a picture by clicking on the camera icon within the new note fields. Remember to Save!

*If you intend to add an issue instead of a note choose the add issue button instead.*

notes_menu.png



*FOR A NOTE TO BE PRINTED ON A TICKET SELECT THE CATEGORY "SPECIAL PROCESS" AND ISSUE "PRINT ON TICKET"

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