Notes about Clients
I'd like to be able to write notes about a client that would be noticeable when we open up their file/name such as searching for "John Smith" and on the screen that lists his tickets and invoices have a note up top that says "BANNED FROM OUR STORE" or "Great guy!" or whatever. Is this possible?
This is live! You can find the detail at the end of our Customer Custom Fields article here: http://feedback.repairshopr.com/knowledgebase/articles/295874-can-i-capture-more-information-on-my-customers
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Faye commented
This is great and very useful.
Is it possible to go a bit further and add notes like this which relate to individual invoices? (ie. chased payment, client advised would be paid by..... etc)?
Great program !