Support Team
December 10th, 2014, 06:10 AM
RangerMSP User Question*
I have been trying to figure out the best way to do this. I will give you an example. I have a customer named Tim. I purchased several items for Tim and received receipts for the item. They usually come as a pdf or I may have to scan a document from the place of purchase. I would like to be able to keep that all under Tim’s account. I know there is a Notes section but I am limited to one tab. What would be the best way to keep track of all this info for Tim?
--
* Question received by email and shared here for the benefit of our users.
I have been trying to figure out the best way to do this. I will give you an example. I have a customer named Tim. I purchased several items for Tim and received receipts for the item. They usually come as a pdf or I may have to scan a document from the place of purchase. I would like to be able to keep that all under Tim’s account. I know there is a Notes section but I am limited to one tab. What would be the best way to keep track of all this info for Tim?
--
* Question received by email and shared here for the benefit of our users.