How to Manage Client and Address Notes

At our company, we understand the importance of keeping track of important information about our clients and their addresses. That's why we have provided two easy ways for you to manage client and address notes. Here's how you can do it:

1. Attaching a Note to a Client in the Directories:

- To attach a note to a client, simply go to the directories and select the client's name.

- Once you have selected the client this note will then appear next to the client's name, making it easy for you to reference it whenever you need to.

- The note will also be visible in the order summary, ensuring that all relevant information is easily accessible.

2. Attaching a Note to an Address in the Directories:

- If you need to attach a note to a specific address, you can do so by going to the directories and selecting the address.

- Once you have selected the address, this note will then appear on the order summary, allowing you to keep track of any important details related to that address.

By following these simple steps, you can easily manage client and address notes, ensuring that you have all the information you need at your fingertips. If you have any further questions or need assistance, please don't hesitate to reach out to our customer support team. We are here to help!