Embedded Files
Notes ensure that key information is shared across the team, reducing the risk of miscommunication. All team members can access job-specific or client-specific details, ensuring that everyone is aligned, even during handovers or shift changes
Detailed notes about customer interactions, preferences, or special requirements help personalize the service. This results in improved customer satisfaction as team members can refer to past communications and provide tailored solutions
To leave notes in Onexfort, follow these steps:
Log in to Onexfort:
Access your Onexfort account by visiting the login page.
Navigate to the Contacts or Jobs Section:
Go to the Contacts or Jobs tab where you want to add a note. This is where notes are typically associated with specific clients, tasks, or jobs.
Select the Contact or Job:
Choose the relevant contact or job from the list to which you want to add a note. This will bring up their details.
Add a Note:
Look for an "Add Note" button or section, typically within the contact or job profile. This may be under a Notes tab or embedded within the record’s detailed view.
Enter your note, which can include information like customer requests, job instructions, or any important internal updates.
Save the Note:
After typing the note, click Save or Submit. The note will now be visible under the Notes section for that specific contact or job, and team members can access it for reference.
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