Using a customer query to add a bulk note

You can use customer queries to look up a group of customers and add a bulk note, saving you the time of adding the note one at a time for each customer.

  1. In the Data Entry main window click Reporting and then select Customer Queries to open the Customer Queries window.
  2. Under Constraints select the data you wish to search by. You can search by multiple constraints.
  3. Select the parameters for each constraint selected.
  4. Click the Review Query button to run the report.
  5. Under Save Results, click Add Bulk Note. Click Yes to confirm.
  6. Enter your note and choose if you’d like the system to alert staff with the note at customer check in. Click OK to save.
  7. Click Yes to confirm.
  8. Click Close to exit the Customer Queries window.




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