Client Information: Inputting Client and Contact Notes

Within the client portion of Details Flowers, there are two note boxes: Contact Notes and Client Notes, but what's the difference? 

Contact Notes

These notes are private and will not show up anywhere else in the software. It's a great place to note those special notes about your clients. 

To enter a Contact Note: 

  • Click the client's name on the Event List to be taken to the Contact Information page. 
  • Fill in your note on the right side of the page & click Save Contact Info.

    Screen Shot 2021-03-31 at 1.14.26 PM

Client Notes

Besides the note box, there is an option to have the client notes show on the Event List as a hover option. Some suggested uses of this would be notating the designer, when the proposal was sent or expires, and even what is next on the to-do list for that client. (7)-2

To enter a Client Note: 

  • On the left-hand side of the Contact Details page, click Log, Notes, and Events. 
  • The Client Note box is located at the bottom of the page. Remember to save! (12)