Pathway: Accounts > Search > Accounts
Notes provide an option to record information or interactions with a customer that can be referred back to. Notes only display on the account calendar for the day it was added and do not generate followup notifications.
Field Descriptions
Add A Note
Right-click on the calendar date the note applies.
Select Add Note from the popup that displays.
From the Add Note popup editor, complete all necessary fields.
Select Save when finished.
Locations Where Notes Display
Notes are displayed on the calendar of the customer's account on the date they were created or assigned. The title of the note reflects the selected 'Note Type'.
