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holray:customer_add_notes

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Adding notes to a Customer

The main customer record has a basic notes field but for more detail, you can add a note record to the customer.

Notes on a customer “shine” through onto any bookings for that customer.

N.B. Booking notes do not “shine” onto the customer record.

To add a note, click the Add Note button, and a pop-up will appear, as below:-

holray/customer_add_notes.1649689845.txt.gz · Last modified: 2022/04/11 15:10 by holray