...
Summary / TL:DR: This article provides instructions for creating a note on an account that all users should be able to see
...
for future contacts in Advantage.
| Info |
|---|
This can be used for notifying other users of important information and account details. |
...
How to Create a Note
From the Customer Service ribbon, select Notes
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
...
| Tip |
|---|
Wrap upYou should now be able to create a note on an account that all users should be able to see for future contacts in Advantage. |
| Info |
|---|
Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
...
| Note |
|---|
Cannot find the article you’re looking for? Suggest a new article here! |