How to set a customer pop-up note when creating a rental quote

Navigating to set a customer pop-up note when creating a rental quote

1. Customers

2. Pop-up note section

3. When creating a rental quote and selecting a customer this note will display

When creating a rental quote, you might want to store information that your team can view that relates to a customer. This can be displayed in a pop-up note when a customer is selected.

You set this pop-up note in the customer in the pop-up note section.

Video Example