There is a need to separate out internal notes used for communication between mechanics, purchasing, customer service, manager, etc. from those directly involving the customer. The internal note should not be printed out on the till receipt either as it can be ver embarrassing and also uses up a huge amount of till roll.

Also, it is necessary that apart from date and time stamping each note to also include the user details of who posted the last note. When up to 10 different people can be involved in handling a customer job for one reason or another, the notes are the only reasonable means of communication. It is therefore critical to know who left a note so the rest of the team know who to provide feedback to or ask questions of.

I also believe that the notes need improving. Dealing with a customer workshop job can get quite convoluted, such as one I have been dealing with over the last week. The part required involved considerable research and it was important to keep our customer service team up to date on progress. Initially finding the correct part proved a problem, after several research attempts and calls to multiple distributors, no-one could source the part. Eventually a call to the international import agent's technical support revealed the part was discontinued, but they still had one left in their inventory. However, we did not have a trade account with them, so could not purchase it. We have then had to contact their sales team to set up an account.

The important thing here is that the process has taken several days and it is necessary to time stamp each note entry along the journey so customer services can track what we have been doing and inform the customer of progress. We have still to procure the relevant part and take delivery before we can complete the customer's workshop job, which may still take several days, during which time the customer will need to be kept up to date at each point where a milestone has been achieved.

Hi All

The development team came to take a look at making this improvement and were not able to see any problems with the notes.

If you have added your vote to this post please can you provide some further details on where you feel that these improvements can be made, including any images that you can attach to demonstrate the issue.

Many Thanks, Jen

Hi All

This has been discussed with the development team recently and it has been decided that this work can be included in the release planned to be deployed in February 2020.

Thank you for your interest in this post.

Many Thanks, Jen