I think that's a fantastic idea!  I record a lot of things in the Notes section but haven't thought of using it for Reference numbers.  I usually do my adjustments online but once in awhile I call in and end up write the ref # on a scrap of paper.

 

I save the emails when I do online adjustments.  I have an email  folder called Adjustments and I forward the email back to myself but change the Subject to the customer's name.  When I receive it I just dump it in the folder in case I need it later.

I admit that I too just leave/store them in my email.  I rarely have to call anything in.  When I do I automatically email that to my customer.  So far I've been lucky enough that I haven't had a customer without email that needed an adjustment! lol!  But that is a good idea.  At one time I was copy/pasting the email into a word file and had a folder on my computer for adjustments, but I stopped doing that.  I decided that I give them the info and what they choose to do with it after that is up to them.  So I guess I haven't really thought about the need to store them...other than in my email.

 

Michelle

It is great to hear how you all are storing your info.  Thanks for the input.  Emailing them to yourself is a good idea.  I just always call my adjustments in.   I could change that. 

 

I would be interested in hearing about how you set up Excel to record your info too CS2816.

 

Thanks again for the ideas!

Wendy