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