Recording Contact Notes

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Contact Notes can be added onto a job card by using the "notes" tab :-

 

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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 :-

 

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The note is entered along with the follow up date and time :-

 

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The note is finally added by clicking "OK" :-

 

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