To enter notes or comments about a customer and their account, click on the Comments tab on the Maintain Customer screen of the selected customer
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You can now enter comments and the entry will be time stamped and you also can select which Associate (See Associates) entered the comments. You can enter as many notations as you wish.
Related Topics
Maintain Customer Account
Payment Terms/Credit Limits
Auto-Billing Credit Card on File
Tax Exemption
Customer Invoices
Customer Aging
Spending Analysis
Print Customer Account Statement
Customer Contacts
Alternate Shipping Addresses
Transaction History
Customer Orders
Blanket Purchase Orders
Invoice Delivery Methods
In-Store Credits
Default Order Comments
Sending Internal E-Mails
Sending Internet E-Mails
Customer Documents (External Files)
Merging Customer Accounts
Adding Calendar Events