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Add a note about a customer or job

To do this task

  1. Click Customer Center.

  2. Select the appropriate customer or job.

  3. Go to the Customer Information or Job Information area and click Edit Notes.

  4. (Optional) Click Date Stamp to add the current date to the note.

  5. Enter the text of the note.

See also

KB ID# H_EST_NOTES_APPEND
12/3/2016 3:52:50 PM
PPRDQSSWS400 9138 Pro 2017 47ccab