Customer Message

Overview

Updated 07/08/2021

The Message item of the Customer main tree section allows a user to enter notes regarding the customer. It can be accessed by clicking on the Message item of the sub tree in Avionté. Or, if set up, by clicking the Log Message button from the Shortcuts group on the Summary item of the Customer section.

Add an Action Type

To add an option to the Action Type drop-down menu, visit the Add an Action Type help article. 

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