CRM Creating Notes

To create a new note for a household or Individual relationship within CRM, follow these steps:

Step 1              Log into CRM.

Step 2              On the landing page, click on Customer Dashboard from the main menu

Step 3              Locate the customer within the Search box

Step 4              On the Customer Dashboard page, locate the Summary Information section

Step 5              Click on Notes within the Summary Information section

5.1                    Type in the desired content within the Notes box

5.2                    Once the content is in place, click the Add button

Repeat for each note

Note: The available actions for existing notes depends on the permissions enabled by the assigned role(s) for each user. Some of the actions may not be available.

Article Reference: CLTX313