Navigation:  Customers Tab > Editing Person >


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


Modify Person  Purchases Screen

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.