How do I record customer notes, conversations or enquiries?

If you wish to record notes on a general conversation you could add a popup note during or after theconversation.
Open the Customer record, then select Popup Notes, then click New Popup Note and enter the text as appropriate.
FAQCustomers14.1
If the conversation leads to a specific enquiry then you can again open the Customer record, select Enquiries, then New Enquiry and then add the enquiry and perhaps Schedule Follow-Up Call/E-mail as appropriate.
FAQCustomers14.2
This will also allow you to search for Enquiries in the Customer Search Wizard.
Category: Customers
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