Applies to: All (Users, Managers, and Admins)
How to add a note to a customers profile
Solutions Overview:
From the customer profile page click on Note
Enter information for your note and click Create
Click View note from the customer activity feed for more information
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
Add a Note from the Notes Screen
Solutions overview:
Click on Notes from the navigation bar
Click on Add Note in the top right
Enter your note information and choose Link Customer
Link your customer and click Create
Click on Notes
2. Click on Add note in the top right
3. Enter information and click on Link a customer
4. Link your customer and click on Create
