Add Notes to a Customer

How to Add notes to a customer

• Navigate to the relevant Customer
• Select the "Notes" tab
• Click "New Note"

• If the note is associated with a Customer Contact, assign it to them by selecting their name from the drop-down list.
• Set Note Type
  • This list is curated by your FranScape Administrator
• Write your note
  • For emails, copy and paste the email content into the “Message”, or distil it into a brief summary of the email. Add the date and sender address so you know where to find the original email in your Outlook.