Adding (or editing) comments on the customer timeline is easy.

NOTE: You can add timeline comments directly from the timeline (shown below) or when completing appointments.


FROM THE WEB APP


Step 1: Go to the 'Client' menu

Step 2: Click on a customer record.

Step 3: Click the 'Add A Comment' at the top of the timeline.

Step 4: Click on 'Edit' next to an existing comment to edit it.

Step 5: Done!


FROM THE MOBILE APP

Step 1: Tap on Menu > Clients > Select a specific customer record.

Step 2: Tap on the 'More' action button at the top of the page.

Step 3:Tap 'Add Timeline Comment'

Step 4: To edit an existing comment, tap on it from the timeline.

Step 5: Done.

From the timeline tap on a comment to edit; tap & hold on a comment to delete.

Did this answer your question?