Maggi, August 15, 2016
SmartTrade App is not only a debit and credit card reader it also acts as a sales and business management tool for you and your team. There are also powerful Customer Relationship Manager (CRM) features in the app and online Web Dashboard for keeping organised.
You can add notes to jobs which can be displayed on invoices/quotes for customers or for your own records.
But now, you can also Add Customer Notes!
So, if you want to record feedback or other important information about your customers, you can.
Following up on a job? See previous notes about the customer.
If one of your team members are following up with the same customer, they will also be able to see any notes/feedback that you leave on the customer record.
JJust go to Customers, add a customer, select the customer profile and add Customer Notes from there!
This feature is part of our 5.8.2 release so make sure to update your app in the app stores to get access. Login or signup now.