Wednesday, December 02, 2009

LETS MAKE NOTES --- GEE --WHICH NOTE ???





The customer file has THREE notes - the A/R note ( of very limited use as of now - day 2 into install )   and the NOTES button on the lower left of the customer screen.  See the 2nd image for these -- do NOT use the upper note  - the lower note is of far more value since it shows up on Invoicing ( POS ) screen.

Stay tuned - we want to use the best note that allows all to understand what is going on.

NOTE -- a really kind of stupid issue - you have to LOG OUT of your Exploris if you want to see what you have added to your note.  And I mean LOG OUT -- close --kill--down --dead -- out ...  and any other terminal will have to do the same ... for the most part you would add a note and assume the staff will see it the NEXT DAY ... so urgent notes for any customer are awkward at best.

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