Customer/work address notes and communications

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 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.

Click here to see how to add a note

You can also search through the notes and communications by using the search bar in the top left of this section. 

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

Table view:

Timeline view:

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