Customer Notes Tab

Customer Notes Tab

The Notes tab allows you to add notifications visible in business documents (quotes, invoices, etc.) when selecting the customer's address.

To add a note to a customer:
  1. Access the Client page: Menu Addresses , Clients .
  2. Double-click on the relevant client to open it.
  3. The Customer page   When it appears, click on the Notes tab:



  4. In the Notes tab, click the New button located at the bottom left of the tab.
  5. Fill in the fields on the New Note page:



    1. Notification type : Choose how the notification is displayed in business documents. Two options are available:
      1. Display when item is selected : The notification will appear in a window when the customer is selected in the sales documents. The content can be edited directly in this window.
      2. Display on mouseover : The notification will appear as a tooltip when hovering the mouse over the customer's address in the sales documents.
    2. Text : The text that will be displayed in the notification. You can format the text as follows:
      1. Select the text you want to edit.
      2. Right-click and select the desired formatting option:

  6. To close and confirm the new note, click the OK button. .