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How do I add a note to a customer?
How do I add a note to a customer?
Updated over a week ago

Applies to: All (Users, Managers, and Admins)


How to add a note to a customers profile

Solutions Overview:

  1. From the customer profile page click on Note

  2. Enter information for your note and click Create

  3. Click View note from the customer activity feed for more information

1. From the customer profile page click on Note

Step 1 screenshot

2. Enter information for your note and click Create

Step 2 screenshot

3. Click View note from the customer activity feed for more information

Step 3 screenshot

Add a Note from the Notes Screen

Solutions overview:

  1. Click on Notes from the navigation bar

  2. Click on Add Note in the top right

  3. Enter your note information and choose Link Customer

  4. Link your customer and click Create

  1. Click on Notes

Step 4 screenshot

2. Click on Add note in the top right

Step 5 screenshot

3. Enter information and click on Link a customer

Step 6 screenshot

4. Link your customer and click on Create

Step 7 screenshot

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