Applies to: All (Users, Managers, & Admins)
Sometimes you may want to create a task about 1 customer, for example to remind yourself or someone on your team to follow up after a recent interaction.
You can create these kinds of tasks through the customer's profile page.
Visit the customer's profile
Add a note in the Notes section
Edit the note like a normal task - only now you'll see a Customer field
The note will appear on the customer's profile and in your Notes & Tasks module
Create a task for a specific customer
Step 1. Click on the Customer who you want to leave a note about
Step 2. Click on the New Note button
Step 3. Add any details you'd like (none are mandatory) to your note including a title, description, tag, assignees, and due date - you'll notice that the "Customer" field is already filled out
Step 4. Your Note will appear on the Customer's profile and in the your list of Notes & Tasks
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