Installation Company ERP / CRM


How To Add a Permanent Note

To do this:

  1. Within the Contact, under Permanent Note, add the detail you’d like to permanently leave on the customers contact file.
  2. Remember to press Save at the bottom of the page. You can go back and alter this note if needed but it will permanently appear when you open that customers or supplier contact details.

Thank you for watching our how-to video on How To Add a Permanent Note, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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