Customer called note (V8)

This feature allows you to add a note about a phone call with a customer.

Where is the note?

In the work order page, click on the green plus icon in the Notes box. The Customer Called note is in between.

 

How does the note work?

Clicking on this note will open a pop-up where you can enter the details of the phone call.

 

The following fields are listed here:

1. Note: This is mandatory to fill in.
   
2. Select a phone number from the dropdown or enter it in the text box.
   
3. Add attachments if necessary.
   

Then click Save.

The Customer Called note is now in the Notes tab.

 

In addition, the customer called note is also visible in the appointment list. Hover over the icon to display the note.

 

Clicking on the pen icon allows you to edit the note.

 

Per work order you can only add one customer called note. This note is not visible to the mechanic.

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