Recording Contact Notes |
Top Previous Next |
Contact Notes can be added onto a job card by using the "notes" tab :-
Any existing notes are displayed, showing the date/time they were entered, who entered them, the note itself and any date/time for follow up.
The follow-up date is useful for future reminders for call-back for checkups (eg Amber items on Vehicle Health Check forms).
To enter a new note, click on the "Add" button :-
The note is entered along with the follow up date and time :-
The note is finally added by clicking "OK" :-
|