How to Import Customer Notes

Overview

You can monitor and create customer notes in simPRO to record any correspondence logged against a customer, including specific messages, phone calls, emails, work methods, and campaigns, as well as general communications about leads, quotes, jobs, recurring jobs and invoices, and regular invoices.

To do this, you can manually enter notes about customers in the Notes tab of a customer card file, or save time and reduce data entry error by importing a customer notes list. Learn more in Create customer notes.

If you include a Notes column when importing a customer list, the data uploads to the Notes text box in Profile > Settings in the customer card file.