Customer Notes Report

Customer Notes Report

The Customer Notes Report prints all of the notes that have been entered into iPoint for a specific customer.

These are the customer notes visible by going to CRM > Customer > Notes and come from:

• Work Order Notes
• Work Order Check Out Notes
• Project Notes
  

Each note is presented showing the:

• Note: the information written
• Date: the date and time stamp when the written note was entered
• User: who entered the note
  

.
.
.
.
.
.
.
.
.
.

Customer Notes Report Options

As with most iPoint reports, there are a number of options available by clicking on the Options button. These filters are also available when you select the report from the Reports module.

• Note From Date – notes created on or after this date will be displayed
• Note To Date – notes created before or on this date will be displayed
• Customer – select a specific customer to show reports for
• Project – only show notes associated with a specific Project
• Work Order – show only notes that came from a particular Work Order
• Summarize By:
    Customer groups all notes for a particular customer together
    Work Order – groups all notes for a particular work order together
  

  Hide Persistent WO Notes – when this box is checked, notes from persistent work orders will be excluded
  Hide Internal Notes – this checkbox causes any notes marked as Internal to be excluded

Buttons

The standard report buttons are available:

• Print – causes the report to be printed
• Save – will create a PDF of the report and open a save dialogue so it can be saved on your computer
• Email – opens an email using your default email program and attaches the PDF to that email
• View PDF – creates a PDF and displays it on the screen for viewing.
• Update Report – will refresh the screen utilizing the Options and Filters chosen above.