Documentation Index

Fetch the complete documentation index at: https://docs.staedean.com/llms.txt

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Customer Info - Prerequisites

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Execute the following setup configuration before running this demo process.

Customer remarks

At the Customer card, you can enter remarks linked to a customer for various purposes. For example, to add internal remarks for the sales department, follow these steps:

  1. Go to Sales & Marketing > Sales > Customers.

  2. Search for customer 10000 (The Cannon Group PLC).

  3. Select Comments under the Customer tab of the ribbon.

    CommentsSetup

  4. Enter some comments.

    CommentSetup2