Customer Notes

Use notes to keep track of conversations and set reminders for yourself about your customers.

About Customer Notes
Every customer has a history. Use notes to keep track of conversations and set reminders for yourself to follow up with your customer. Notes can be shar...
Wed, 25 Sep, 2019 at 9:41 AM
Create a Customer or User Note
Navigate to customer list at 'omniCustomers \ Customers'. Navigate to users list at 'omniCustomers \ Users'. Click options drop dow...
Sat, 13 Jul, 2019 at 3:29 PM
Edit Note
Navigate to customer list and open customer to manage notes at 'omniCustomers \ Customers'. You can also find the note directly from global no...
Sat, 13 Jul, 2019 at 3:32 PM