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Introduction

Notes allow any employee (working in fields, working in office) to leave text notes about client.
This may be the history of interaction with commodity specialist or client's director, information about possible difficulties with client, agreements reached or promised discounts in future.
How to use this functionality is determined by each user of system based on they realities and activities.

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Algorithm for working with notes

  1. Begin visit to Outlet or open Outlet reports section.
  2. Click Notes.
  3. Enter message.
  4. Click Add.
  5. Check correctness of entered text and correct it if necessary.
  6. Click Back.
Information just entered, before data exchanged with ST-Mobi.com you can edit it by clicking on pencil icon.