Endear

Applies to: All (Users, Managers, &amp; 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.

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 &amp; Tasks module

Step 1. Click on the Customer who you want to leave a note about

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 

Add any details you'd like to your note - you'll notice that the "Customer" field is linked

Step 4. Your Note will appear on the Customer's profile and in the your list of Notes &amp; Tasks

Your Note will appear on the Customer's profile and in the your list of Notes &amp; Tasks

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1. Visit the customer's profile
2. Add a note in the Notes section
3. Edit the note like a normal task - only now you'll see a Customer field
4. The note will appear on the customer's profile and in your Notes &amp; Tasks module
 
 Create a task for a specific customer 
 Step 1. Click on the Customer who you want to leave a note about
 
 Click on the Customer who you want to leave a note about
 
 Step 2. Click on the New Note button 
 Screenshot
 
 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 
 
 Add any details you'd like to your note - you'll notice that the "Customer" field is linked
 
 Step 4. Your Note will appear on the Customer's profile and in the your list of Notes &amp; Tasks
 Your Note will appear on the Customer's profile and in the your list of Notes &amp; Tasks
 
 Click on More Details
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How do I create a task for a specific customer?

Create a task for a specific customer