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Notes Report

This is where you find all the offices notes.

Stephanie Marin avatar
Written by Stephanie Marin
Updated over 2 years ago

This will display all list of customers that has notes according to their "note types" please take note that note types on Pocomos software are set by default.

It has the following filters to show you the all the reports that you want to pull up.

  1. Start Date

  2. End Date

  3. Type

  4. Office Users

  5. Customer Status

What are the note types that you can find on the filter?

  • General

  • Service

  • Collections

  • Complaint

  • Compliment

  • Quality Control

  • Data Entry

  • Phone

  • Email

  • In - Person

  • Written notice

  • Others

How to pull up your notes report?

Menu > Reports > Notes Report

Here's a quick video that can help more about this feature

Thank You!

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