Customer Management Processing – Remarks and Alerts
Remarks and Alerts can be added to any customer’s record.
To add a remark/alert to a customer record:
- Navigate to the customer’s record
- Select the Remarks/Alerts Tab under the Customer Switch View.
- Select “Insert Remarks”
- Enter the appropriate information:
- Remarks – a Remark is any comment or log entry that goes on the customer record. It can be a call report, a notation of a customer question, a general comment, etc.
- Alerts – an Alert is similar to a Remark, except that an Alert will be displayed in a pop-up window whenever the customer record is accessed.
- Please note that there is a limit of 4000 total characters for the Remarks