Pathway: Customer > Search > Accounts
Create A Note
Right-click on the calendar date the note applies.
Select Add Note from the popup that displays.
From the Add Note popup editor, complete all necessary fields.
Select Save when finished.
Field Descriptions
Field | Description |
|---|---|
Created On | The date the note was created/applies. |
Note Type | Indicates what the note is about. |
Note | Field to enter the note. |
Locations Where Notes Display
Notes display on the calendar day they were created and are titled with the note’s Note Type.
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