Customer Record Enhancements

With Version 13.0, there are several Customer Record Enhancements, outside of Tags. They include:

The concept of "Global" means the Note or Contact can be seen on all Locations for a Customer.

On the Customer Record Notes table, there is now the ability to "Archive" a Note, similar to making the Note "Inactive"
The Note is not deleted
The Customer Record Notes table defaults to displaying only Active Notes
Use the Filter at the top of the Customer Record Notes table to view the Archived Notes or All Notes

In the Customer Record Notes table, there is a "Globe" icon for each record
Click to Globe to make it "Global" - visible for all Service Locations
To make it apply to only one location, go to that location and click the Globe icon to remove the Global status

On the Customer Record, in the Billing Address Section, there is now a Forever Note
This is considered a "Global Forever Note"
As such this Global Forever Note will appear in the Technician Notes for all new Service Calls created for any location for the customer
If there is a location specific Forever Note, then when a new call for that location is created, there will be two Forever Notes in the Technician Note section - the Global one and the Location Specific one

Same concept as the Notes, but applied to Contacts
In the Customer Record Contacts table, there is a "Globe" icon for each contact
Click to Globe to make it "Global" - visible for all Service Locations
To make it apply to only one location, go to that location and click the Globe icon to remove the Global status

Same concept as the Notes, but applied to Contacts
In the Customer Record Contacts table, there is now the ability to "Archive" a Contact, similar to making the Contact "Inactive"
The Contact is not deleted
The Customer Record Contacts table defaults to displaying only Active Contacts
Use the Filter at the top of the Customer Record Contact table to view the Archived Contacts or All Contacts

Welcome to the P3 Help Desk!