Notes on Account Page

Notes on Account Page

Introduction

Administrators can make notes on Accounts, Orders, and Order Items via the Account page. Also, the System will auto-generate notes that are also available via the Accounts page. Add a Note by clicking on the Notes icon  2015-01-22_1452.png. If there already is a note or notes, there will be a badge icon indicating how many notes already exist.

Note: These are separate from CRM notes, and are only accessible on the Accounts page.
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Account Notes

The Account Notes button is in the Manage Accounts section. 
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Click to View existing notes.
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You can edit the existing note.
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You can also click to delete the note.
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You can also Add a new note.
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When you click Add Note, enter a Title and Message:

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After entering the Note, click Save to view the notes:

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Note: This example is an Account note. To create a Participant note choose a participant from the drop-down to view/edit/add notes for each participant in the account.

Notes are also available at the Product and Order level:

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