Notes
As an additional account management tool, Liftoff supports notes. This is an excellent place to keep track of communication between you and your account client. To add a new note, click the Add Note button. This provides you with a few fields of information to fill out.
Click the Add Note button to create a new account note.
Field | Is Required? | Description |
|---|---|---|
Type | Required | Select the type of communication this note is based on from the pre-defined dropdown list. |
Customer/Contact | Optional | This field may only contain existing customers attached to your site. |
Subject | Optional | Useful for organizational purposes. |
Body | Required | Enter your note here. |
Expanding the note body text box for easier entry
To expand the text box, simply click and drag from the bottom right hand corner of the box. This method works on any textbox anywhere in Liftoff!
Updated over 2 years ago