Add Text to a Customer

Add Text from Customer Card

Go to the Customer Card. Click Process > WF Customer Extended Text to add text to customer.

Open

A new page opens, click +New.

Open

Same page opens as from the Extended Text List. Text that is added to items/customer/vendors will also be saved to the list. It is important to have the Description very clear and descriptive. Using the Text type is also useful.

When saved the text is both connected to the customer as well as saved in the Extended Text List.

LENGDIR TEXTAR viðskiptamanns