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  1. Select the Type of note you would like to add. See Note Types (Classic Operations App) to add or edit note types.
  2. Optional. Check the Email? checkbox to add the note when sending a message using the [OrderNotes] field in a message format associated with the customer
  3. Click in the Note column. 
  4. Enter your note.
  5. Go to FileSave

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CXTU Courses/Lessons
  • CSR Role Training: Customer Record Orders