Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

A new screen will appear where you can enter your order notes.  The date and user are tracked for each note that is entered.  

Image Removed

Image RemovedImage Added

You must select an Order Note Type.  You can create as many, or as few, as you like in the Order Note Type database which can be found on the Setup menu.

Image Added


Once you save the order note, you will be prompted if you wish to e-mail the note to the customer.  If you click "Yes", it will only e-mail the note that you just entered.  If there were other notes,previously entered, they will not be included in the e-mail.  The e-mail address that it uses is the e-mail on the General tab of the Customers database.

Image Added


Order Remarks/Comments

...