Add Quick Service Note : Solution Center

Add Quick Service Note Print

Modified on: Tue, Aug 6, 2019 at 6:40 AM

1. Open client profile

2. Select the Services tab

3. Locate the quick service from the list below and click on it to expand

Quick Services are indicated by the lightning bolt icon on the right

4. Click Add Note

5. Fill out all relevant information

6. Click Add Note

7. Note will appear in Notes in the left sidebar under Quick Service Notes

(to learn more about Notes, click here)

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