Jump to content


Level 1
  • Content Count

  • Joined

  • Last visited

Community Reputation

0 Neutral

About ropsaka

  1. I have a daily note that I use to keep track of interactions with various customers I support. The note may contain multiple cusomters: Cust A - * notes for today Cust B - * notes for today Cus C - * notes for today. What is the best way to keep track of daily notes but be able to pull a report of all notes pertaining to Cust A or Cust B? I like having the daily view of what happens each day but would like the ability to pull togther all the daily notes for a single customer as needed. Any ideas?
  • Create New...