Add Notes to Customers

admin

2 min read

Updated: December 5th, 2021

Where can I see the notes about my customers?

1.  To see the notes related to your customer, go to the ‘Customers’ section.

2. Choose the Customer profile under the Customers List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data, or just select the customer profile from the customers list.

3. Click on the ‘Notes’ tab. Under the ‘Notes’ tab, you will see the notes related to your Customer . You can also add a new note by simply clicking on the ‘+NEW NOTE’ tab. 

4. Fill in Notes details such as ‘Title’ and your Notes ‘Content’. You can set the format of your content with the use of the ‘formatting toolbar’.

5. You can select a color among the options like that of a sticky note. Once done, click on the ‘SAVE’ button. Select the ‘X’ to cancel.