Company Notes Updates

  • Office desk with glasses and mouse

We have made a couple of small changes to the Company Notes section in Chameleon-i with the addition of the Client Contact column and New Note button.

The grid now shows the Client contact that the note is logged against with a direct link to the client record for easy navigation.

companynotes1

You can also create new notes now from within the Company Notes grid by pressing the ‘+ New’ button as per screenshot below, just remember to select a Client Contact from the dropdown list to associate the note with.

Company Notes Tab

If you need any help with any Chameleon-i functionality or would like further information on the database, please feel free to contact us on +(0)1483 600370.

2018-07-11T13:46:38+00:001/03/2016|Categories: Our Software|

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