The Customer Notes tab is equipped with a variety of options to best sort and manage your customer notes.
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A
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Choose which category of notes you see at one time. Leave blank to see all notes.
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B
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Search for keywords to easily locate important notes.
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C
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List of all saved notes saved separately within individual note bubbles.
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D
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Highlight an existing note and Edit or click Add to create a new note.
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E
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Include deleted notes in note results.
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F
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Export/Print full customer notes. Select your options and click Print/Export.
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