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--- howto:add_notes [2025/12/20 07:13]
216.73.216.15 old revision restored (2025/11/05 10:45)
+++ howto:add_notes [2025/12/21 01:20] (current)
216.73.216.15 old revision restored (2025/12/20 07:09)
@@ Line 1: / Line 1: @@
 ====== How to add a note for a customer interaction ======
-You must record notes for every interaction with a customer. Notes must include information such as:
+You must record notes for every interaction with a customer - both phone and email. Notes must include information such as:
   * What happened on the call
@@ Line 14: / Line 14: @@
 {{:plus_note.png|}}
+===== Template =====
+Here is a template you should use for your notes:
+  * Phone/Email
+  * Issue:
+  * Resolution:
+  * Account changes:
+  * Offers made:
+  * Refund?:
+  * Call back time:

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