Customer Comments

Comments are used most commonly on the Customer records.  Customer record comments are used for specific details related to the site itself.  

What are effective customer comments?

  • Temporary information about the site.  
    • Construction.
    • Changes to the Location.
  • Facts about the location, such as:
    • Dogs/Pets on site.
    • KNOX box location and codes.
    • Property specific details.

What are comments that could be managed elsewhere?

Creating Comments on Customers

See this guide for creating Comments.