What are Customer remarks?

Customer remarks are remarks you can add to the Customers Customer remarks can be used to add permanent remarks, instructions, etc, to the Customer record.

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Required role: Can see the Customer name and remarks

Adding Customer remarks

Add from: Sales/Manager > Rolodex tables > Customers > Magnifying glass > Scroll down to Operational notes.

• Enter the remarks and click “Save”

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Viewing Customer remarks

The customer remarks can be viewed from basic user pages, by users with the required role.

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