Create Note

You can associate a note with an account or a specific order.

To create a note:

1.  Select the Note Type:

●    Select the Order # option, and enter the Order # in the text box

●    Select the ID # option, and enter the ID # in the text box.

2.  In the Notes text box, type in your note.

3.  Click the Submit button to proceed to the View Notes screen where you have the option of attaching a file and submitting the note.

NOTE: When a note is associated with an order, the order number and the identification number are displayed on the note. However, when a note is associated with an account, it does not necessarily have to be association with an order number as well. For example, the note may be in reference to a commission payment and not a particular order.

Options:

To cancel the note and return to the previous screen, click the Cancel button.