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Create a Note from the Notes Icon

Owned by maperrin (Deactivated)
Last updated: Sept 10, 2021 by Alex Yeager (Deactivated)
1 min read

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.

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 

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

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