How To: Enter Customer Specific Notes
Table Of Contents
Khaos Control allows you to add notes to individual customer records that can appear on customer-facing documents such as invoices, statements, delivery notes and picking lists.
This is useful for adding special instructions, payment information, delivery guidance or other important messages that should be displayed when documents are produced for a specific customer.
Add Customer Document Notes
- Open a Customer screen using (show me how).
- Load the required customer record.
- Open the [ Detail | CRM | Free Text Notes ] tab.
- Press Alt + E or click Edit to enter edit mode.
- Press F3 or click Add to create a new note.
- Enter your text into the appropriate note field:
- General Customer Notes - Internal notes relating to the customer.
- Delivery Note / Picking List Note - Printed on delivery notes and picking lists.
- Invoice Note - Printed on invoices for this customer.
- Statement Note - Printed on customer statements.
- Press Ctrl + S or click Save to save the customer record.
Available Note Types
| Note Type | Purpose |
|---|---|
| General Customer Notes | Stores general information about the customer. |
| Delivery Note / Picking List Note | Displays on delivery notes and picking lists. |
| Invoice Note | Displays on invoices. |
| Statement Note | Displays on customer statements. |
Additional Information
- Notes are stored against the individual customer record.
- Different note types can be used simultaneously.
- Notes entered in document-specific fields will appear automatically when the relevant document is produced.
- Review your document layouts if you are unsure where notes will appear on printed or emailed documents.
Note: Free text notes support rich text formatting, including Unicode characters, foreign language characters, symbols and emojis.