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Notes- For Packing list

Brett B. shared this question 5 years ago
Answered

Just curious- Is there a way to put notes from the lead(event or customer notes) on the packing list. So that I can explain certain set up situations or equipment that is needed to bring which is not posted on the packing list. Thanks.


Brett

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either of those fields could be added to the packing list template. Just let us know if you want them. Or we also have "additional notes" in settings->Optional fields. You can give them a custom name. Customer notes travel with the customer profile and are not specific to each lead, so this may not be the best field to use.

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