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Keeping notes about a customer or job

Each customer or job you set up has its own notepad where you can keep miscellaneous notes to yourself about the customer or job. Here are some examples:

  • You can jot down important dates and information about the work you are performing.

  • If your store makes deliveries, you can enter delivery instructions or days/times when delivery is possible.

  • If a frequent customer has a preference for particular products or styles, you can record those preferences on the notepad.

You can also keep notes about vendors, employees, and "other" names.

See also

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