Differences

This shows you the differences between two versions of the page.

--- holray:customer_add_notes [2022/04/11 15:10] – created holray
+++ holray:customer_add_notes [2022/04/11 15:17] (current) – holray
@@ Line 8: / Line 8: @@
 To add a note, click the Add Note button, and a pop-up will appear, as below:-
 {{:holray:customer:maintain_customers_-_notes-_add.png|}}
+Either select an [[Maintain auto-notes|auto-note]] or simply type a new message and click Insert.
+The Notes tab should turn Red and when you click the Tab you should see your note, as below:-
+{{:holray:customer:maintain_customers_-_notes-_notes_tab.png|}}
+If you wish to edit the note, simply click it in the list, edit as required and Save.
+To delete the note, click it in the list, and click the delete button.
+As mentioned above, customer notes shine through onto any booking for that customer, as below:-
+{{:holray:customer:maintain_customers_-_notes-_booking_-_notes_tab.png|}}