Find General Notes about an Account

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Here's how to view general notes for a customer. This process begins by finding the account containing the general notes you're looking for.

1. Find the account with the general notes you want by using one of the following:

Account Number

Bill To Last Name

Company Name

Bill To Street Number

Bill To Street Name

Phone Number

Serial Number

Delivery Street Number

Delivery Street Name

People Associated with an Account

 

2. Regardless of how you get to the account, the detail account screen for that customer will be displayed.

3. Left-click the tab.

If there are any notes on the account, an asterisk will appear on the NOTES tab, like this .

 

4. This will display the notes screen for that account.

5. Left-click the button.

6. This will display all of the General notes for the account. In addition to General notes, ALL other notes for this account (including reminders) will also be shown.

You can print any of the notes on an account. Left-click the note you want to print and then left-click the button. If you have multiple tanks on the account, select the appropriate one when asked.

 

7. After you're done, left-click the close button to return to the Lynx Main Menu.