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

For account notes, you can click the customer's name-> Click on the Notes Tab
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​For order notes, you can click the clear square on the far right of the order bar to add a note.

For item notes, you can click the specific item and click Note
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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.*
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​*FOR A NOTE TO BE PRINTED ON A TICKET SELECT THE CATEGORY "SPECIAL PROCESS" AND ISSUE "PRINT ON TICKET"
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