Visma Advisor
Write a note
In Visma Advisor, you can quickly and easily enter notes and assign them to a customer, a task or an employee.
- Click on the icon
that is displayed in the top left of the program window. - Type your note in the Text field.
- Assign the note to a customer, a task or an employee.
- Optionally, enter a due date and reminder date.
All the notes linked to a customer are collected on the Events tab for the customer. Notes that have a Due date are also displayed on the Overview tab. A Due date must be added on for a note that you link to an employee so that the employee can see it on the Start page.
- Select Save.
You can also enter a note for a customer directly in the customer register on the Overview or the Events tab.
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