Creating customer notes

How to add customer notes to a booking

1. Steps to add a customer note
2. On the quote / booking page, scroll down to the customer notes section. 
3. Click "Add customer note".
4. Type your notes.
5. Click the green "Add customer note" button. 
6. Choose an option
   1. Show on load list? This shows the note on the load list
   2. Show on delivery note? This shows the note on the delivery note
   3. Show on resource planner? This shows the note on your staff and vehicle planning tools
      
      
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