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. [https://support.workshopsoftware.com/kb/article/2-how-to-create-a-customer- invoice/][1] 2. Fill out t…
