Adding a Note

To add a note to a Customer record or Employee record:

Open the record where you want to add a note.
Click the Notes tab. For employee notes, click the Personnel File tab.
Click New Note, select File > New Note, or press F3. The Note dialog box appears:

Select a relevant date for the note from the Date calendar box.
Select a note type from the Reason drop-down list.

Tip!

Tip:
You can define the values that appear in the Reason drop-down list and their corresponding values. For more, see the Defining Note Reasons section.

If necessary, type or select a new value for the note from the spin box. The note’s value will help you numerically quantify all notes in ServiceCEO. You can use these values to track employee performance or customer satisfaction via the employee Notes report.
Click Save to save the note.

Tip!

Tip:
You can also create notes using the Feedback Wizard. See the Using the Feedback Wizard section for details.