Minimum Version Required: 20.00
Pre-Conditions
Creating Customer Notes requires Customer Mobile Edit permission.
Viewing Customer Notes requires Customer View permission.
Steps
Creating Customer Notes in Encompass Mobile
Customers Dashboard
1. Select the Customers icon from the Encompass Mobile app home screen.
2. Search for or select a customer.
3. Select Customer Notes from the menu.
4. Click the + in the top right corner.
5. Type the note and click the ✓to add the note.
Customer Event View
1. Select a customer event from My Day in Ecompass Mobile.
2. Select Customer Notes from the menu on the right.
3. Click the + in the top right corner.
4. Type the note and click the ✓to add the note.
Reviewing Customer Notes
1. View Customer Notes on:
Customers Dashboard
Customer Event View
Customer Notes table
2. A notification will display in Encompass Mobile for any Customer Notes the user has not viewed
Fields And Definitions
Customer Notes are not visible to customers.
Any mobile user with permission to view the customer will have access to Customer Notes written by all users.