This page shows you all of the notes against this customer/work address along with all of the communications you have had. You can add notes such as: how to access the building, where the spare keys are kept etc. You can also record the phone calls you have with customers/work address, this can be useful to keep track of the progress of estimates, or just general enquiries.
- The page is split into sections. On the right of each section, it will allow you to add/send a new note, email, phone call, and SMS.
- You can also search through the notes and communications by using the search bar in the top left of this section.
Table view:
You can switch the view of the notes page by using the buttons under the search bar. These will allow you to view the notes in sections, or in a timeline depending on which you prefer. This can be switched back and forth at your convenience.
Timeline view:
