Badger Maps makes it easy to leave a note associated with a particular account. Having information about your customers when you are out in the field is important.
The process is fairly simple.
- Click on the “Accounts” menu.
- Click on the account you want to attach a note to.
- The account details will appear on the right of your screen. Click “Notepad.”
- Write a note. Then, click “Save.”
Here’s a video on how to leave a note attached to an account: