To add a tab for a customer,
1. From the Planner page, click the (Rolodex) Customer command.
The Customer Rolodex page opens.
2. Type some information into the Customer Name or Customer Acct # fields and click the Search button.
A list of customers matching your search opens.
3. Click the Cust # link from the list.
The Customer Details page opens.
4. Click the New Tab command.
The Add Note page opens.
5. Click the Select button to see a list of recommended tabs or type a name in the Tab field.
The Categories page opens listing the available tabs.
6. Click the option button for the tab you want to add and click the Select button.
You return to the Add Note page with the Tab field filled in.
7. In the Subject field, type a subject for the tab.
8. In the Notes field, type any notes for the tab.
9. Click the Save button.
The tab is created.
Related Topics:
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New Tab Page | |
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Updated December 16, 2004