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.