Customer Master Notes

The Customer Notes window can be used to view, change or add information about note entries associated with a customer master record..

 

Customer Notes Window

There are two tabs on the Customer Notes.  The Edit Tab is used to display, add or change note information.  The Search Tab is used to search for a specific note, so that it can be displayed in the Customer Notes.

 

 

See Also

Site Notes

Customer Reports

Using Forms in TAC

Importing Files and Images