How do I add a customer's comment about an employee?

1. Open a customer, click their History tab, and Activity tab.
2. Click History or Right-Click > Add Comment.
3. If this comment is about one of your employees, choose the Employee (This is not required however).
4. Choose a Route if desired.
5. Select the customer's Satisfaction Level.
6. Change the Date and Time if necessary.
7. Enter the customer's comment, with details if desired.
8. Click OK to save.

How can I use Customer Comments?

Recording customer comments can help figure out if your customer is having genuine problems or is simply a difficult customer. You can view a customer's past comments by going to their activity history or by opening their account and printing a Customer Comments Report. You can view comments about your employee(s) from all customers by printing a full comments report from the Reports menu.