Improved Customer Notes
Want to know more about your customers at a glance?
You can now addΒ NotesΒ under the customer name showing three lines by default, with aΒ β¦moreΒ link to select the entire field for easy editing.
CustomersΒ > click a customer name >Β NotesΒ field under your customer name.
Customer view now has a Customer column. This is helpful when youβre viewing sub-customers. To turn on the Customer column, go toΒ CustomersΒ > click a customer name > click theΒ cog wheelΒ far right > tick the box next toΒ (2)Β CustomerΒ from the drop down fields.