Customer CRM Free Text Notes Tab

The Free Text Notes tab allows you to store customer or supplier-specific information, record internal notes, manage User Defined Attributes (UDAs), and configure notes that appear on customer documents such as invoices, delivery notes and statements.
For information about the Other Actions menu, press F9 or click the drop-down arrow and see Customer Other Actions Menu.

Free Text Notes Tab Layout

The Free Text Notes tab consists of five sections:
  1. General Customer Notes
  2. User Defined Attributes
  3. Delivery Note / Picking List Note (CU)
  4. Invoice Note (CU)
  5. Statement Note (CU)

General Customer Notes

The General Customer Notes section allows you to store free-text information relating to a customer or supplier.
You can use this area to record:
  • Important customer information
  • Internal notes
  • Account-specific instructions
  • Customer preferences
  • General reference information
There is no practical limit to the amount of information that can be entered, subject to available database storage.
Notes entered here are also visible from the relevant customer screens and can be edited whenever required.
For more information, see How To: Enter Customer Specific Notes.

User Defined Attributes

The User Defined Attributes (UDAs) section displays any custom company attributes that have been configured for the selected customer or supplier.
UDAs allow businesses to store additional information that is not included in the standard Khaos Control fields.
Examples may include:
  • Account classifications
  • Industry information
  • Customer categories
  • Custom reporting fields
Once a Company UDA has been configured, values can be entered and maintained from this area.
For setup instructions, see How To: Company User Defined Attributes (CompanyUDA).

Delivery Note / Picking List Note (CU)

The Delivery Note / Picking List Note (CU) field allows you to enter text that will automatically appear on customer delivery notes and picking lists.
Typical uses include:
  • Delivery instructions
  • Warehouse handling notes
  • Packing requirements
  • Customer-specific fulfilment instructions
If a note is entered directly on an individual delivery note or picking list, that document-specific note may override the customer default.

Invoice Note (CU)

The Invoice Note (CU) field allows you to add information that will appear on customer invoices.
This can be used for:
  • Customer-specific invoicing information
  • Payment instructions
  • Reference information
  • Standard messages
If a different note is entered directly on an invoice, that note may override the customer default.

Statement Note (CU)

The Statement Note (CU) field contains text that will be printed on the customer's account statements.
This can be used for:
  • Payment reminders
  • Contact information
  • Standard account messages
  • Terms and conditions references
Any information entered here will appear whenever a customer statement is generated.

Rich Text Support

All note fields within the Free Text Notes tab support rich text entry.
This includes:
  • Unicode characters
  • Foreign language characters
  • Special symbols
  • Emojis
This allows you to store customer-facing and internal notes using the formatting and characters most appropriate for your business.

Tips

  • Use General Customer Notes for internal account information that needs to be visible to multiple users.
  • Keep delivery and invoice notes concise to ensure documents remain clear and professional.
  • Use User Defined Attributes when standard customer fields do not provide enough flexibility.
  • Review document notes periodically to ensure customer instructions remain accurate and up to date.

See Also


Did you find this article helpful?