Applies to: All

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.

Solution Overview:

  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 & Tasks module

    Create a task for a specific customer

    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

    2. Click on the New Note button

    Screenshot

    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

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

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

    Click on More Details

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