Client Management                               Customer Explorer                               Customer Structure

Customer Structure

Site Tree Options

Notes

When highlighting the Notes menu option, the Active Pane will display a list of all Notes created for the Site. 

Right-clicking on the Notes menu option will display one option; Add Note.  Continue on to the next page for instructions on how to enter a new Site Note.

Add Note

 

ss2664

Back to Sites Page                               Page  1 of 2                              Next Page