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Support » Knowledge Base » CRM » Planner » Notes

This enables you to keep notes about your accounts.

These notes are for use within Blaq, for various purposes. They can be used to help you remember any types of details about a client or the work you do for them.

The fields are:

Date - the date the note was created.
Company - the customer the note relates to.
Entered By - the person who originally created the note.
Note - the details about the customer.

Notes about a customer are visible to anyone who has access to that customer's details.

Last modified: 30/06/2009

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