Memos

This function allows you to keep a record of all communication between you and your customers. This record will be stored as a memo on the customer’s profile, available to be viewed at any time.

Here you can add the method of communication, what it was about and when the interaction took place.

Get to the page below via Home Page > Customers > Memos

Add a Memo

1 Begin by selecting, from the left-hand side, for which customer you wish to create a memo.

2 Tap on ‘Memos’, located on the bottom right-hand side of the screen.

3 Tap on ‘New Memo’.