Customer-specific remarks

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Only a user with a 'Back office' role in the domain can view the overview of special customer-specific agreements for an administration, GL account or contact.

When special agreements have been established within a domain regarding one or more administrations, GL accounts, or contacts, you can view an overview of these notes (remarks) by:

• clicking on the Back office icon in the navigation bar
• then clicking on Customer-specific remarks.
  OR
• clicking on the Toolkit button (toolbox icon) in the upper right corner of each screen
• then selecting the Customer-specific remarks menu option.

For a detailed description of capturing customer-specific agreements, see article Record customer-specific agreements (remarks).

The following screen is opened:

You can filter the customer-specific remarks shown by Type:

• Administration
• GL accounts
• Contacts.