View Customer Notes will list all notes for the selected customer.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

1. The Today tab will be selected by default displaying customer activities due on that day.
2. If you cannot find the information you are looking for within this tab, click on the Recent tab.
3. Hover over an activity linked to the customer you wish to view notes for.

1. Action icons will be displayed to the right of the customer activity you are hovering over.

2. Click on the View Customer icon.

• The Customer Dashboard will be displayed.

• Click on the Notes icon.

• You can now view notes linked to the selected customer.  If you want to add notes, refer to Customer Details - Add Notes.