CRM Notes

CRM notes can be linked to customers, contacts, leads, and invoices, providing a comprehensive timeline of interactions.

To search through all existing CRM records on the system, go to CRM > Notes. You can utilize the Filters section or the Find Field to narrow down your search.

To add a CRM Note for a customer, follow these steps:

1. Navigate to Sales/Hire > Customer Overview.

2. Lookup an existing customer.

3. Click the CRM tab.

4. Click the Note button.

5. Enter the new note details.

6. Click Save to save the note.

If you want to add a CRM Note for a sales record, proceed as follows:

1. From a Sales Record (quote/booking/invoice) page, click the Note button towards the bottom.

2. Enter the new note details.

3. Click Save to save the note.

While it's generally advisable not to remove historical records, if you need to delete a CRM record, follow these steps:

1. Open the CRM Record via CRM > Notes

2. Select the Options menu in the top right of the screen.

3. Press Delete CRM Record.

To view all CRM records related to a specific customer:

1. Navigate to Sales/Hire > Customer Overview.

2. Lookup an existing customer.

3. Click the CRM tab.

All reminders, notes, alerts, and recorded correspondence associated with the customer will be displayed in reverse chronological order.