Add an SMS Memo
Here you can add a memo to the customer’s account, showing if an SMS messages were sent to or from a customer, the time and date it was sent and the content of that message.
You can add a custom reference for each memo as a quick reminder of what it was regarding (e.g. Customer sent text to change delivery date).
Add an Attachment
If you wish to include an attachment, tap the Paper Clip Icon at the bottom of the screen.
You can either take a photo by tapping on the Camera Icon, or alternatively, 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.