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Last updated: | Applies to: | In industries: | Of versions: | Special contents: | ||||
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20151009 (Andy) | Pro, MultiUser, MultiSite, MultiView |
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9.3.2 (and higher) | n/a |
- General Notes (add new) is used for adding a new note to the system. After entering your note, click to add it to the Sales Enquiry. Note: Be aware that notes cannot be edited, or deleted, once added. This is a security ensure that any important notes hold up in court (in case you ever need to take a Customer that far).
- The dropdown box underneath this field allows you to file this note under a particular category. These categories can be setup under Types & Categories . If no categories are setup, then this field will not appear.Note: If you use the Threat alert system , some Note Categories can be setup to trigger the Threat alert level counter for this Customer.
- The Alert note is a special type of note that can be deleted / edited. It can also be setup to alert staff with this message, when the Sales Enquiry is opened .
- If this Sales Enquiry is set to be on the Waiting List Waiting List Notes entered here will appear on the Waiting List as well.
, then any- General notes (existing) shows any existing notes for this Customer, including the date & time, the user login that added note, and the message. Double-click the note to view it in full, or use the icons to the top-right of this section to sort of print these notes (respectively). From time to time, certain system-generated notes may be added here automatically - such as the delivery receipt for an SMS , when an automatically-processed credit card is declined, etc. Use the filter dropdown at the bottom to only display notes of a certain category .
- The Alert note is a special type of note that can be deleted / edited. It can also be setup to alert staff with this message, when the Agreement is opened .
- Waiting List Notes appear next to this Sales Enquiry on the Waiting List report.
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