Navigation:  Customers Tab > Create New Person >

Notes

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The Notes tab is where you will enter and view  notes about that customer.

 

Add New Person Notes Screen Shot

Modify Person Notes

 

To enter a new note about customer, click Add Button.  This will bring up the Create New Note Window.

 

Create New Note Screen

Create New Note Dialog Box

 

 

Hit save and you will see the new note appear in the Notes tab.

 

Modify Person  Notes with new notes Screen

Modify Person  Notes with new notes.

 

To delete the note, click Delete X next to the note you want deleted.