Adding Special Notes / Memos/ Issues

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 the 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! 

*If you intend to add an issue instead of 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"
                                              Screen_Shot_2018-12-05_at_4.03.00_PM.png

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