docs/8.0/ayanova/docs/customer-notes.md

@@ -1,3 +1,55 @@
-# 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.

docs/8.0/ayanova/docs/customers.md

@@ -153,7 +153,8 @@ In addition to the [common edit form menu options](ay-start-edit-forms.md#common
 
 #### 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