Guides - Create record entry about customer
Create record entry about customer
When you have created at least one record group, you have the option of creating a record entry about a customer on the customer's profile.
In order to create a record entry, enter your initials and the desired information in the desired record group. Afterwards, press 'Add /save'. The record entry is now saved marked with today's date. If you have created templates, you can choose one of these. You will be able to either use the text from the template, or edit it. For more information on Creating templates, see the separate guide hereon. |
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Please note! When you have saved a record entry, it can normally not be edited or deleted. However, you can determine that an entry can be edited/deleted in a certain time period after it has been created. This is done under ‘Settings' -> ‘Advanced settings' -> ‘Back-end' -> ‘Customer' (See the guide Main guide for more information). When this time period has expired, it is no longer possible to edit/delete the entry. You also have the option of determining whether the newest entries should be shown at the top or at the bottom or if you wish to use an editor for your record groups, enabling you to make useful templates using different tables. This is also done under the advanced settings. |
All saved entries will be listed under the record group in question on the customer's profile. However, you have the option of archiving a record. By doing so, all record entries are saved and removed from the customer's profile. These record entries can now only be accessed by retrieving the archived record. You can archive a record by entering a name of the record in the space to the right side of the page and then press ‘Save to archive'. The record has now been saved and appears with a red type under the space. Here you can now see (and retrieve) it by pressing on it. |
