Introduction
One of the basic functionalities of CRM is the ability to record information and events related to customers. It is available in the module Sales → Customers Notes of the program mKsiegowa.pl.
Adding notes as basic CRM function
Any notes about customers can be added by typing text. The note is added to the information on the selected customer after clicking the button Add new note. Notes are visible to all users of the program.
Notes can also be viewed in tab Notes in the Customers.
Information available in the notes
In addition to the ability to record information about customers, the program records the following information chronologically:
- information about invoices and orders (proforma invoices) sent to customers
- information about changes in the Customers
- information about emails sent to customers from the screen Search All Customers screen