Working with Florist Notes

From FloristWiki

Revision as of 12:46, 15 October 2010

This information applies to FTD Mercury X2 Fall and later versions, Mercury Connect, or Mercury Direct 5.0 or later versions.

Adding Florist Notes

To add notes for a florist:

1. Locate the florist using a Florist Search.
2. Click the Add Notes link for the florist. The Florist Notes Window opens.
3. Add your notes.
4. Click Save.

The Florist Search window will update and display an note icon for the florist.

Editing Existing Florist Notes

To edit existing florist notes:

1. Locate the florist using a Florist Search.
2. Click the notes icon for the florist. The Florist Notes Window opens.
3. Update the notes as necessary.
4. Click Save.

The next time you open the Florist Notes Window or Florist Details Window for this florist, the notes will be updated.

Removing Existing Florist Notes

To remove all existing notes for a florist:

1. Locate the florist using a Florist Search.
2. Click the notes icon for the florist. The Florist Notes Window opens.
3. Highlight all florist notes and press the Delete key.
4. Click Save.

The Florist Search window window will update and display an Add Note link for the florist.