7.1 Customers

7.1.3 Sending Messages  <<  7.1.4  >>  7.1.5 Creating a new Customer 

7.1.4 Notes

Customer notes
Picture 7.4 : Customer notes

This is how you can make notes:

  1. Click the New button and type your note in the window that opens. Hit OK.

  2. Workspace will add your user ID and the date to the note.

You can edit an existing note by clicking it in the Notes field. Notes are deleted by clicking the trash can icon at the end of the row.