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Add Service
Add Contact
Add Note
To add a note, under Actions click "Add Note". You will be prompted with the following form:
Enter a Summary, choose whether the note should be a sticky note, and optionally enter additional details. If a note is a stick, it will appear at the top of the clients profile page like this:
To remove a sticky note from the clients profile page, either edit the note and uncheck the option, or mouse-over the summary in the yellow sticky and an "Unstick" option will be presented. If there are no sticky notes the sticky note section will not appear on the client profile.
Set Packages
Open Ticket
Email Client
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