Introduction
This is the page where you can sell all notes which has been made for the currently viewing customer.
Pre-requisites
To access this tab, you should have the “View notes” permission.
Notes
Action | Name | Description |
|---|---|---|
 | Create Note | You need to have the “Create notes” permission to see this button. This button is to open the Create Note form popup where you can create a new note for the currently viewing customer. To create a new note, you need to fill all mandatory information which is marked with asterisk in the form.  |
 | Edit Note | You need to have the “Update notes” permission to see this button. This button is to open the Update Note form popup where you can adjust information of the note.  |
 | Delete Note | You need to have the “Delete notes” permission to see this button. This action is to completely delete a note. Before processing this action, you need to confirm via a Confirmation dialog.  |