Personal tools

19 Appointment Notes

From TrueERP wiki

Revision as of 23:45, 18 December 2014 by Mauzy (Talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Overview

Appointment Notes

Appointment Notes - What happens to any notes added to an Appointment, i.e. where else do they display?

The 'Appointment' notes will also appear in the Lead Card for that particular contact. So the follow up type 'Appointment' will be created and in 'Notes' it will show what 'Notes' you put in the Appointment Card.