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Accessing Notes & Tasks from the Customer Modal

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Bytimothy A
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Overview: 

Accessing Notes & Tasks from the Customer Modal allows you to view and manage all notes and assigned tasks related to a specific customer. This helps you stay organized, track important details, and ensure timely follow-ups and task completion.

Follow these steps to access Notes & Tasks from the Customer Modal: 

Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.
Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.

Step 2: Click on the customer’s name.

Step 2 : Click on the customer’s name.

Step 3: The Customer Modal will appear. Click the Notes & Tasks tab, located under the Forms Filled tab.

Step 3: The Customer Modal will appear. Click the Notes & Tasks tab, located under the Forms Filled tab.

Step 4: From here, you can view and add notes and tasks for the customer.

Step 4: From here, you can view and add notes and tasks for the customer.

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