Adding a Staff Note
In this lesson, we will walk you through how to add staff notes to customer records.
Here are the step-by-step instructions:
1. Click on the customer you wish to leave a comment on. This comment will only be seen by staff users at your shop. The customer will not be able to view it.
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2. Click on the applicable Repair Record.
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3. Click on the down arrow next to Text message to +1 XXX XXX XXXX
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4. Click on Other and select Internal Note.
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5. Select Internal note
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6. Type your note in the description box.
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7. Click on SEND.
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8. Your note will show in the history, with (visible only to xxx bodyshop.)
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