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    3.4 Adding a Note onto a Action

  1. Select Add Action Note
     
    It will then popup with the Add Action Note screen.
     

     
  2. Enter a Note
     
  3. Select the Next Due Date
     
  4. Select a Action Stage
     
  5. Select a Action Outcome
     
  6. Select a Action Reason
     
  7. Select the Customer Contact you spoke to
     
  8. Select Save to confirm
     
  9. To then close the Action screen press Save and Exit
     

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