Add an Email Memo

Here you can add a memo to the customer’s account, showing if an email was sent to or from a customer, the time and date of the interaction and the content of that email.

You can add a custom reference for each memo as a quick reminder of what it was regarding (e.g. Customer happy with X employee).

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 the Camera Icon, or alternatively, 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 the Blue Plus Icon.

Delete an attachment

To delete an attachment, tap on the Bin Icon.