John’s Journal, Issue #29 – Customer Memos

John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your operations.

Customer Memos are used to communicate between the Accounting Department and Sales Staff with the option of providing an ALERT.

A User can enter “Customer Memos” when doing Customer Maintenance or Sales for a customer.  When the ALERT option is set the “Customer Memos” button will be highlighted in red as illustrated below:

Clicking the Customer Memo button will open a notepad to read and/or enter information. You can turn the “Customer Memos” button red by clicking the “Set Alert” checkbox in the upper right-hand corner.

The Salesperson can view the information, respond to it and/or turn off the ALERT which will return the button to its normal color.

Our goal is to provide you with software tools to make your job easier and improve your success with quality service delivered quickly. Your feedback is always welcome.  

If you have any questions or need support, please contact me at Support@Floralcomputer.com or call 727-483-5306 for assistance.

Best Regards, John