Add a Reminder Note to an Account

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Here's how to add a reminder note to a customer. This process begins by finding the account you want to add the reminder note to.

 

1. Find the account where the reminder note will be added 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. Key in the note-taken-by name, date, type, and expiration date (if appropriate).

8. Key in the reminder date .

9. Left-click the button when you're done.

10. Then left-click the close button to return to the Lynx Main Menu.