Add A Special Request
The following steps explain how to add a special request to an existing order.
Special requests are typically added during order creation. However, special requests can be added after orders have been created by locating the order and following the same steps below.
Login to Carter CRM using your username and password.
Click Orders in the administration menu on the left.
Navigate to the Spec Req (Special Requests) tab. Input a special request title and description then click on +Add Special Request.
The special request will now be added to the order. Press Save & Continue.
Still have questions? Please contact Carter Customer Support at support@cartercrm.com for further assistance.