Within CRM, you are able to add and store notes against any Customer, Vehicle or Company record which can then be displayed once the record is accessed.
To add Notes against a CRM Record, you must first select CRM from the Master Menu and then open My Desktop. Once you are within CRM My Desktop, search for the relevant record that you wish to store notes against. In this example, we will be using a Customer Record.
If the accessed CRM Record has not had notes stored against it before, the Notes icon on the toolbar will be grayed out and display as 'No Notes'. If notes already exist against the record, then this will be coloured and will display as 'Notes Exist', which you will see further down in this article.
If no notes existed previously, the Notes icon will then become coloured. At this stage, select the No Notes icon to add notes. If notes existed previously, selecting the Notes Exist button at this stage will open in an Editable Format instead of a View-Only Format.
You can then type and enter the necessary notes as required for the CRM Record. The System will automatically record the Author of the notes and the date they were entered.
Once you've finished entering the notes, click the OK button to save them. Then select the Save button for the CRM Record. You can now select the Notes button to receive a screen displaying the notes associated with the record.
Note: Once you have saved the record, the notes icon will now update to display Notes Exist if it was previously 'No Notes'.
Note: Notes will now also appear on the casefile information when the CRM Record is loaded, such as within Point-of-Sale, CRM or within the Accounts Modules. You can also click the Notes Notification within the casefile to receive the screen of Notes to review (same view as selecting the Notes Exist button directly within the CRM Record).
