Notes on Customer
Every note written about customers (from the Customer Note form), in order per customer and date. For handovers between reps and preparation before calling a customer.
Questions It Answers
- What was last discussed with this customer?
- Which kind of complaint was noted most this month?
- What did the rep write before going on leave, for the stand-in?
Filters
| Filter | What it does |
|---|---|
| Transaction Date | A single date (=) or a range (between) of notes. |
| Division | Pre-filled from the user role's default division. A role locked to one division cannot change it. |
| Customer | One customer only. A role locked to a specific customer gets it pre-filled and read-only. |
| Customer Note Type | From the Note Type master - e.g. complaint, promise to pay, visit. |
How To Read It
One block per customer (code, name, address); rows are notes with date, time, type, and text. Order: division, customer, date, time.
Why The Numbers May Differ
- Notes in an invoice memo or on the Customer master are not included - only those made through the Customer Note form.
- CRM activities (visits, calls) are recorded in the CRM module and have their own reports.
Menu Location
- Sales & POS / Sales Reports / Notes on Customer
/report/customernotes