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Customer Notes

posted May 14, 2012, 3:57 PM by Anu Prakash   [ updated May 14, 2012, 3:57 PM by Sunny Thandassery ]
Capture and track notes for each customer and set reminders for your staff to follow up. This is a new tab available on the Customer Accounts screen. Reminders are optional and the reminder will go to the staff member that created the note and the list of emails provided in the email configuration.




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