Adding Special Notes / Memos

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

 

1 Click on the note icon depending on the level of note required: 

Account
adding_acct_note.png

Order
adding_order_note.png

Item
adding_item_note.png

2. Add a category and issue that fit and enter the desired note in the "Description" field. You can also add a picture by clicking on the camera icon within the new note fields. Remember to Save!
notes_menu.png

*FOR A NOTE TO BE PRINTED ON A TICKET SELECT THE CATEGORY "SPECIAL PROCESS" AND ISSUE "PRINT ON TICKET"
                                              Screen_Shot_2018-12-05_at_4.03.00_PM.png

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.