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@@ -870,9 +870,7 @@ Current v8 docs home: https://www.ayanova.com/docs/next
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BUILD 8.0.0-beta.4 CHANGES OF NOTE
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BUILD 8.0.0-beta.4 CHANGES OF NOTE
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- No need to erase db will update schema automatically and add new translations
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- Customer user documentation written
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- 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
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-
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- Import utility implemented properly administration->Import
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documented fully
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@@ -1,3 +1,55 @@
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# CUST-CUSTOMER-NOTES
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# Customer notes
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Customer notes are used to enter information about the Customer available to other users.
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Notes are dated, reportable, searchable and taggable.
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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.
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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.
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## Authorization Roles required
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This form is available to User's with the following [roles](ay-biz-admin-roles.md):
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Full access
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- Accounting
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- Business administration
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- Service manager
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- Sales
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Read only access
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- Business administration - restricted
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- Service manager - restricted
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- Service technician
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- Sales - restricted
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## How to access customer notes
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Customer notes are accessed from the Customer form [Customer notes](customers.md#customer-notes) menu option.
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## Customer notes data table
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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).
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## Customer notes edit form
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The Customer edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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#### Customer
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The Customer this note is about with a link back to the Customer form.
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#### Notes
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Multi line notes field.
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#### Note date
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Defaults to the moment the record was created but can be edited.
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### Menu options
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The [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) including reporting.
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@@ -154,6 +154,7 @@ In addition to the [common edit form menu options](ay-start-edit-forms.md#common
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#### Customer notes
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#### Customer notes
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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.
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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.
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This can be used for any purpose but is often used for recording notes about interactions with the Customer for future reference purposes.
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This can be used for any purpose but is often used for recording notes about interactions with the Customer for future reference purposes.
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#### Work orders
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#### Work orders
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