Customer Notes

started a topic about 2 years ago

I call my clients on a weekly basis. Where in DEAR can I add such notes? I know you have a comments section in the customer > general and also on the sale order. However, this isn’t great, it’s not dated and it’s only one field!

4 people like this idea
  • great suggestion, i wish this was available... this would avoid having to use a CRM that only provides the bellow described function

    -capacity to add date to the notes

    -RTF text would be enough

    -can attach files

    -reminders that work as To-do (example follow up with a call to a client)

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4 people like this idea
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