Job Create - Client Notes

Job Create - Client Notes

Add Job/Quote - Client Notes

Notes recorded here are specifically related to the Client (not the job).
This is where you can record all relevant details for internal staff to see and review.
These notes are not displayed anywhere on the clients Invoice. However it is "optional" on the Jobcard.
You can copy and paste notes from outside Costmanager into this field and Spell Check.
You can also set up if this client will accept promotional material info from you.
Once ticked this allows you to send promotional material to this client using the Mailchimp function.
For those interested in utilising the Mailchimp system click here. (Not yet set up)

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