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BUILD 8.0.0-beta.4 CHANGES OF NOTE
- No need to erase db will update schema automatically and add new translations
- Windows single install upgrade not supported / tested, will likely need changes to keep the db but update the code, I'm working on it now
- Import utility implemented properly administration->Import
documented fully
- Customer user documentation written
-

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# CUST-CUSTOMER-NOTES
# Customer notes
![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
Customer notes are used to enter information about the Customer available to other users.
Notes are dated, reportable, searchable and taggable.
Customer notes are helpful for keeping track of important details about a Customer or summaries of interactions or discussions with Customers that need to be available to other users.
Customers appreciate it when their service company staff are all aware of any important details about them and customer notes can be helpful in providing that extra level of service.
## Authorization Roles required
This form is available to User's with the following [roles](ay-biz-admin-roles.md):
Full access
- Accounting
- Business administration
- Service manager
- Sales
Read only access
- Business administration - restricted
- Service manager - restricted
- Service technician
- Sales - restricted
## How to access customer notes
Customer notes are accessed from the Customer form [Customer notes](customers.md#customer-notes) menu option.
## Customer notes data table
The Customer notes [data table](ay-start-form-data-tables.md) lists all the customer notes available, provides the '+' link to create a new customer note and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
## Customer notes edit form
The Customer edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
#### Customer
The Customer this note is about with a link back to the Customer form.
#### Notes
Multi line notes field.
#### Note date
Defaults to the moment the record was created but can be edited.
### Menu options
The [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) including reporting.

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#### Customer notes
Opens up the [customer notes](customer-notes.md) form for recording notes about the customer in a dated log format when the general Notes field is not enough.
Opens up the [customer notes](customer-notes.md) form for recording notes about the customer in a dated log format when the general Notes field is not enough.
This can be used for any purpose but is often used for recording notes about interactions with the Customer for future reference purposes.
#### Work orders