Change a Reminder Note on an Account

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Here's how to change a reminder note on an account.  This process begins by finding the account containing the reminder note to be changed.

 

1. Find the account where the reminder note will be changed by using one of the following:

Account Number

Bill To Last Name

Company Name

Bill To Street Number

Bill To Street Name

Phone Number

Serial Number

Delivery Street Number

Delivery Street Name

People Associated with an Account

 

2. Regardless of how you get to the account, the detail account screen for that customer will be displayed.

3. Left-click the tab.

4. This will display the notes screen for that account.

5. Left-click the button.

6. This will display the Add, Change, Delete Notes window.

7. Move the cursor to the field you want to change and key in the change.

8. Left-click the close button to return to the Lynx Main Menu.