Within the client portion of Details Flowers, there are two note boxes: Contact Notes and Client Notes, but what's the difference?
These notes are private and will not show up anywhere else in the software. It's a great place to notate those special notes (maybe about an overwhelming MIL or hot button topics you shouldn't bring up...you know where we're going with this!)
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.
Besides the note box itself, 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.
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!