You can add a note for a Fleet Account, and then you can view or print the Note.
WARNING: After a Note is saved, it cannot be deleted or removed ever.
- From the Fleet menu, select Account.
- Search for a customer.
- Click to select an individual Fleet Account from the list.
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Select the Fleet Account Notes button.
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- Click the Add button.
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- In the Add Customer Notes box, type a note for that Fleet Account.
NOTE: The fleet account note cannot ever be removed or deleted. Verify the contents of the fleet account note before saving.
- Click the Save button.
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The message "Customer or Vehicle notes saved successfully" appears.
- Click OK.
The note is saved with an auto generated date and time stamp.
- To print the note if necessary, click the Print button.
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- Click the Close button.
- From the Notes column, select the Note button to review the note.
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