Notes in location & consumer tabs
There should be a note section inside the location tab as well as the consumer tab and an area in the location tab to make short notes that print on service orders. The notes in the location tab should stay there when a new customer moves in the location.
Heather
shared this idea
Declined – Existing Functionality
Thank you for taking the time to submit this request. After review, we are declining it because the functionality described is already available in UMS.
The Notes tab supports notes at both the customer level and the location level. Because location-level notes are tied to the location rather than to the customer account, they remain with the location when a new customer moves in. For notes that need to be seen right away, the Notes tab also offers pop-up location notes, which display automatically when the location is accessed.
For step-by-step instructions on entering and using notes in UMS, please see our help article: Notes Tab.
If you find that the existing notes options don’t fully meet your needs, please let us know the specific gap so we can take another look.