Keeping Reservation Notes separate from Customer Notes |
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Q: Lots of times we want notes on the reservation screen for just that one reservation and not on the customer screen. When we type it on the reservation screen only, it still appears on the customer screen most of the time.
A: If you type in notes when *making* the reservation (in the New Reservation dialog), they are copied into the Customer's notes as you say. However if you go back later into Reservation Details (or for instance click "Continue to Details" on the New Reservation dialog), then you can edit the notes there without it affecting the Customer's notes.