Keep Notes at Customer, Quotes, Appointments, Workorders, Subscription, Invoices and more
Tons of great features.
Keep notes at customer, appointment, and task level!
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You can keep notes at the customer level. All employees within the company can access notes left at the customer level; good or bad letting others within organization know about customer is important and useful.
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Appointment level note may come handy; if customer called and gave any information about their arrival. You can also keep notes at task level, this is not shown in the screenshot provided here.