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New Memo (Phone)

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).

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Add an Attachment

If you wish to include an attachment, tap the Paper Clip Icon at the bottom of the screen.

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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.

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Add a Second Attachment

If you wish to add multiple attachments, tap on the Blue Plus Icon.

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Delete an attachment

To delete an attachment, tap on the bin icon.

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