critical memo
C
Chris Barre
Would like to be able to have a critical memo pop up on the contact screen and when making making RO/ appointments to inform the advisor of any super important notes. I.E. " Client is cost conscious, so make sure estimate is to the penny" or " Treaty card- do not charge Tax"
Notes written in the client boxes are missed occasionally. it needs to be in my face! :)
Mike Prouse
I would love to have a note show up when opening a customer. Reminding me of what is special about this customer.
D
Dean Zomar
This would great even if the text of the note was standing out (colored & bold or something) in the right column when the work order was open instead of just the little yellow sticky icon.
Shane Cassiani
I agree. At this time I put a # after the name which indicates to me that there is a note for the customer and I put a not in the customer comments field. It is not a perfect solution but it works for now. It makes it at least visible that if there is a # on the name I know there is some type of note int he system and to look at that before making any appointments. I also use a * after a name for appointment issues like no shows.
Don Macdonald
How about including any account balance owing OR any credit balance here too!
Tony C
helpful
Tony C
this would be healpful
Mary Kellick
I agree. This would be great!