Customer Notes

Hi KylieG I'm not sure if this is going to help you, but....You need to open the 'Edit Notes' window to create or edit a customer note. So, if you have typed your note directly onto the Customer Centre screen, it has not been saved. I have found you can 'CtrlC' to copy a note for use on another customer's account from the front screen, but not create o edit an existing note without opening the window first.

Hi again KylieG. Apologies for not noticing from other questions posted that there is a much wider issue around the 'Customer Notes' not being immediately visible from the Customer Centre screen in the 2009 upgrade. Sorry I can't help you there!

Hi KylieG,

Thank you for posting your question on the forums. I hope to see you come back and answer a question for someone else.

The following help article should resolve the issue you posted:

http://support.quickbooks.intuit.com/support/pages/knowledgebasearticle/1...

I hope that helps!

Thanks,

Amy

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