Use these instructions when creating a note on an account that all users should be able to see to for future contacts. This can be used for notifying other users of important information and account details. 

How to Create a Note

1. From the Customer Service ribbon, select Notes

2. The Customer Notes dialog box will appear, if the customer was already selected, their notes will appear 
   
   

   Info
   If the customer was not already selected, enter or search for the customer number.

   
   

3. Click the Add Note Icon

4. The Notes Detail dialog box will appear, complete the following fields:
   
   

   System Name	This will default to SVC
   Note Text Field	Enter the text for the note

   
   

5. Click OK
   
6. Click Close