The Customer Notes section on the customer records has been revamped beginning with Edge version 22.2.
What’s changed:
- Each newly added note appears as in a separate color-coded bubble as opposed to the list format from previous versions.
- Notes can be categorized, prioritized, and color-coded.
- Customer notes and pop-ups now both live within the Notes tab.
- Notes now allow image attachments.
Existing notes will be converted as ONE note when updated. If desired, you may edit the existing note to manually separate any important notes you wish to follow the newly revamped format.