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Workspace Reckon One
Categories Accounting
Created by Guest
Created on Feb 1, 2019

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Note box on customer name

As a Treasurer of several Masonic Lodges,adding such a box for particular info about a customer, such as joining date, if they pay special rates of dues, or any relevant info would be really useful.

I think that this would be useful in any organisation.

  • ADMIN RESPONSE
    Feb 2, 2019

    A notes section is available in the contact's detail screen.

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  • Guest
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    |     Feb 2, 2019

    Thanks Jason

    I couldn’t see the forest because of the trees!

    Cheers

    Jphn_P

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