The Customer Notes tab is equipped with a variety of options to best sort and manage your customer notes.

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