How to Add Notes to an Account in OTS
This video will demonstrate how to create and add a note to an account you service:
- Select the Account from the Account selection Screen.
- In the Customer Account screen, tap the Notes tab.
- Within the Notes Tab tap the Edit button
- Tap anywhere in the Driver Notes box to open the editor. After typing the notes, tap the DONE button on the keyboard.
- Tap the SAVE button to save the Driver Notes.
- The note is now displayed in the Customer Notes tab.
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