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Showing articles from follow up tag

How to run a follow up report

The follow up report is a list of any follow up notes you have entered using the **Follow Up Date** field when creating a customer invoice. he report shows the; * Invoice number the note was created against * Follow-up Date * Customer Name * Description of original invoice * Follow up note entered 1. To r…

How to add Follow Up Notes to a vehicle

Adding follow up notes to a vehicle can be very useful if you need to recall information for the next time that customer is in with this specific vehicle. 1. Create an invoice for a customer and select a vehicle. [ invoice/][1] 2. Fill out t…

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