====== Add Notes to an Account ======

Use the account notes field to notate the account with any kind of special note that is required for the account.

===== Adding Account Notes From Inventory Module =====

  - In Liberty Inventory, Lookup the account. \\ {{:accountmanagement1:addnotesacct_image10.png|image10.png}}
  - Once in the account, Select the **Notes Tab**. \\ {{:accountmanagement1:addnotesacct_image21.png|image21.png}} \\ The **Notes Tab**  will open. \\ {{:accountmanagement1:addnotesacct_image15.png|image15.png}} \\ The first section is for **General**  Notes. \\ {{:accountmanagement1:addnotesacct_image27.png|image27.png}} \\ The second note section will pertain to notes associated with items on the account. \\ {{:accountmanagement1:addnotesacct_image2.png|image2.png}} \\ The third note section pertains to notes associated with Sales for this account. \\ {{:accountmanagement1:addnotesacct_image24.png|image24.png}}

The fourth section pertains to notes associated with Dropoffs for this account. {{:accountmanagement1:addnotesacct_image17.png|image17.png}}Highlighting a note then selecting the **Edit Button**, or selecting the **Add Button**  will open the details of a note. Highlighting a note and selecting the **Delete Button**  will delete the note. \\ The Note Dialogue Box will open. \\ {{:accountmanagement1:addnotesacct_image26.png|image26.png}} \\ The top section will show the date and time the note was entered. \\ {{:accountmanagement1:addnotesacct_image29.png|image29.png}} \\ You can also see the User who entered the note. \\ {{:accountmanagement1:addnotesacct_image25.png|image25.png}} \\ The Priority Check Box will mark the Note as a priority from the main Notes Screen. \\ {{:accountmanagement1:addnotesacct_image20.png|image20.png}}

===== Priority Notes Pop Up In Inventory Module =====

In 6.4a, priority notes now pop up when you open an account.

  - We first have to enable this feature in **Setup > Options** \\ \\ {{:accountmanagement1:addnotesacct_20260529-123734.png}}
  - Click on **Account Defaults **then click the checkmark box next to **Show Priority Notes Popup**.  \\  \\ {{:accountmanagement1:addnotesacct_20260529-123734_2.png}}
  - Click on **Account List** and then double-click on any account.  \\  \\ {{:accountmanagement1:addnotesacct_20260529-123734_3.png}}
  - Once the account is open, the **Priority Pop up **will appear.  \\  \\ {{:accountmanagement1:addnotesacct_20260529-123734_4.png}} \\ Note: All notes will appear in the popup.

 \\ Enter in the notes in the body and mark it whether or not it is going to be a priority or not. Press the **OK Button**  when done. \\ {{:accountmanagement1:addnotesacct_image16.png|image16.png}} \\ Your note will display in the Notes Screen. If the note is a priority, you will see a red indicator to the left of the note. \\ {{:accountmanagement1:addnotesacct_image19.png|image19.png}} \\ If you need to print the note, highlight the note and select the **Print Note Button**. \\ {{:accountmanagement1:addnotesacct_image8.png|image8.png}}

Note: When emailing an account, the email is also logged on the account as a note.

===== Viewing And Adding Notes From The POS =====

  - From the **Point Of Sale**  select the **Customer Button**. \\ {{:accountmanagement1:addnotesacct_image23.png|image23.png}}
  - Search for the Account and Double Click on it. \\ {{:accountmanagement1:addnotesacct_image3.png|image3.png}}
  - When the account is open, select the **Notes Button**  in the POS. \\ {{:accountmanagement1:addnotesacct_image7.png|image7.png}} \\ The notes for the account will be displayed. \\ {{:accountmanagement1:addnotesacct_image11.png|image11.png}}
  - To add a note to an account click the **Add Button**. \\ {{:accountmanagement1:addnotesacct_image18.png|image18.png}}
  - The note can be entered in the text field and the note can be set to priority by marking the check box. Once finished typing the note select the **OK Button.** \\ {{:accountmanagement1:addnotesacct_image14.png|image14.png}}
  - Press the **OK Button**  when done. \\ {{:accountmanagement1:addnotesacct_image6.png|image6.png}}

===== Show Priority Notes When An Account Is Selected In The POS =====

> This feature will make accounts that have **Account Notes**  set as **Priority Notes**  to automatically show when the account is selected when ringing out a sale in the **Point Of Sale**.

  - In the **Point Of Sale**  on the main **Hub Screen**, go to **More > Setup**{{:accountmanagement1:addnotesacct_image13.png|image13.png}}
  - In the **Point of Sale**  setup, go to **General**  and check the **Show Client Notes when there are Priority Notes**, then click **OK**. {{:accountmanagement1:addnotesacct_image22.png|image22.png}}

===== Adding Dropoff Notes =====

  - From the Inventory module select the **File Button**  and then the **Inventory Dropoffs Button**..  {{:accountmanagement1:addnotesacct_image12.png|image12.png}}
  - Click the **Add Dropoff Button**  to add a new dropoff. \\ {{:accountmanagement1:addnotesacct_image1.png|image1.png}}
  - Search for the consignor the dropoff is to be made for, then once selected press the **OK Button.** \\ {{:accountmanagement1:addnotesacct_image4.png|image4.png}}
  - Here you can add the dropoff note to the dropoff, once finished select the **OK Button**. \\ {{:accountmanagement1:addnotesacct_image28.png|image28.png}}
  - Once a dropoff is created you can edit the note attached to it by first selecting the dropoff to be edited and then clicking the **Edit Button**. \\ {{:accountmanagement1:addnotesacct_image5.png|image5.png}}
  - The dropoff note will appear under the notes section of the account the dropoff is attached to. \\ {{:accountmanagement1:addnotesacct_image9.png|image9.png}}

==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:accountmanagement1:editingreminders|]]

==== Related Topics ====

[[:accountmanagement1:addnotesacct|]] [[:accountmanagement1:addressphonenumber|]] [[:accountmanagement1:applygroupdeduct|]] [[:accountmanagement1:bulkchangepc|]] [[:accountmanagement1:clientimportexport1|]] [[:accountmanagement1:creatingnewmaint|]] [[:accountmanagement1:customizeaccount|]] [[:accountmanagement1:deactivatingacct|]] [[:accountmanagement1:deletecldata|]] [[:accountmanagement1:editaccountinfo|]]