Customer Notes Pages

Use the Customer Notes pages to record information for a customer on different subjects (see Tabs page for a list of available tabs).

The pages contain fields, commands, and buttons.

Fields

Field	Contents
	click the option button to select the record
Subject	the subject of the note
Msg Date	the date the note was created
Message Preview	any notes are displayed here

Commands

Command	Function
New Tab	opens the New Tab page where you can create a new tab
tabs	each tab is listed (click the tab command to open it)

Buttons

Button	Function
Close	closes this page
Help	opens the Help for this page
Add Note	opens the Add Note page where you can add a note
View Note	opens the Update Note page where you can update the selected note
Delete Note	deletes the selected note

Add a Customer Note	Add Note Page
Update a Customer Note	Update Notes Page