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What are Customer remarks?
Customer remarks can be used to add permanent remarks, guidlines, 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 the following basic user pages, by users with the required role:
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