EditPurpose
To specify notes that will appear on certain LegalSuite generated documents such as Quotes, Orders, Invoices, and Order Acknowlegements.
EditLocations Used
Customers
EditOverview
LegalSuite automatically generates various documents throughout the work order process, from entering a new work order into the system to handling the customer’s account. You can have text displayed on the various documents by creating a note entry for that customer.
EditView Customer Notes
To view notes for the various customers in the
LegalSuite database, make the menu selection
Customers⇒Customer Notes from the navigation bar.
 Customer Notes |
To view details for a note, click on the customer number for that note on the Customer Notes page. The Customer Note Details page will appear.
You can also view a list of notes for a particular customer by making the menu selection
Customers⇒Customer Maintenance from the navigation bar.
- The Customer Maintenance page will appear.
- Click on a customer number that you wish to view details for; this will bring up the Customer Maintenance Details page.
- Click on the “Notes” tab to view all the notes that currently exist for this customer.
 Notes through Customer Maintenance |
EditAdd a New Customer Note
To add a new note to the customer notes list, click on the ADD NEW ENTRY button on the Customer Notes page. The Customer Note Details page will appear.
 Customer Note Details |
All fields marked with an asterisk "*" are required.
1. Customer # * - Enter the customer number for the customer you are adding a note for. If you do not know it, click on the search icon.
2. Customer Name – This non-editable field displays the customer name that the customer number applies to.
3. Start Date*– Enter the date to begin using the note, mm/dd/yyyy.
4. End Date – Enter the date to end using the note, mm/dd/yyyy.
5. Last Modified By – This displays he name of the LegalSuite user that last updated this note.
6. Display Where – Select how you want your note displayed.
- Display: only use the note when displaying the form on the LegalSuite window.
- Print: Only use the note when printing a form.
7. Print Where – Select which forms you would like your note to appear on by clicking on it. To select more than one form, hold down the CTRL key as you click on the forms.
8. Note – Type the text for the note.
9. Click on the SAVE button to add the note to the LegalSuite databse. Click on the CANCEL button to discard your changes.
EditEdit an Existing Customer Note
1. Select a customer note to edit.
There are two ways in which you can select a customer note:
- From the Customer Notes page - if you are viewing the list of customer notes, click on the "Edit" link for that note.
- From the Customer Note Details page - if you are viewing the details for a note, click on the EDIT DETAILS button on that page.
The Customer Note Details page will appear. At the bottom of the page you will see a Customer Notes list for only the notes that apply to the customer you are editing a note for.
2. Make changes as necessary. Refer to the section "Add a New Customer Note" for an explanation of each of the input fields.
3. Click on the UPDATE button to save your changes. Click on the CANCEL button to discard your changes.
 Button Selections during EDIT or DELETE |
EditDelete an Existing Customer Note
1. Select a customer note to delete. Refer to the section "Edit an Existing Customer Note" on how to select a note.
2. The Customer Note Details page will appear. Scroll to the bottom of the page.
3. Click on the DELETE button to remove the note from the LegalSuite database.
4. You will be asked to confirm that you wish to delete the code. Click on "OK".
5. The note will be deleted from the LegalSuite database. It will no longer be seen on the Customer Notes page and under the "Notes" tab of the Customer Maintenance Details page for that customer.