View Order Notes

View Order Notes

Last updated August 15, 2022 (Version 0.01 beta)

The following steps explain how to view order notes:

  1. Login to Carter CRM using your username and password.

  2. Click My Work Day in the administration menu on the left.

  3. Locate the order you want to view and click on the order.

  4. Navigate to the Notes tab. All notes on the order will be displayed in the window below.

Only users with appropriate account permissions may view order notes. If you are unable to complete this function please contact your Account Manager or Administrator.

Still have questions? Please contact  Carter Customer Support for further assistance.
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