Add a Phone Memo
Here you can add a memo to the customer’s account, showing if any calls were made to or from a customer, the time and date of the calls and a summary of the conversation that took place.
You can add a custom reference for each memo as a quick reminder of what it was regarding (e.g. Customer called to say they were happy with the service).
Add an Attachment
If you wish to include an attachment, tap the Paper Clip Icon at the bottom of the screen.
You can take a photo by tapping on the Camera Icon, or you can attach a file already saved on the device by tapping the Image Album Icon.
Add a Second Attachment
If you wish to add multiple attachments, tap on the Blue Plus Icon.
Delete an attachment
To delete an attachment, tap on the bin icon.