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What are Customer remarks?
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Customer remarks can be used to add permanent remarks, instructionsguidlines, 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
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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.:
My tasks
Pool tasks
My realtime tasks
Completed tasks
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If you have the required role and you don’t see the Customer remarks column, check if it’s enabled in your grid |
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To let users know that they need to check the Customer remark on “My tasks” page, you can add any of the following general messages: