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Adding and Deleting Notes

You can add custom notes on your customer profiles.

To add a note, select Customer List under Customers and click on the customer profile you want to add a note to. Once you have select the customer profile, click on Notes under the Customers list on the right-hand side of the screen. This will open the text box that you can type in to add the note. Once you’re done adding your text, click on Add in the top right-hand corner to add the note to the profile. Once you add the note, it will show up in a list below the text box in the notes section. If you want to remove a note, simply click on the Trash Can icon in the right-hand corner of the note. Click on Yes to confirm you want to delete the note.

Related Articles

An Overview of Helcim Customer Management
What is Customer Management?
Adding, Removing and Merging Customers
Managing Customer Information for Existing Customers
Adding, Editing and Deleting Customer Credit Cards
Processing a Payment for an Existing Customer
Viewing Customer History
Managing Customer Accounts
What is a Card Vault?
What is a Customer Portal?
Setting Up Your Customer Portal
Adding Page Content and Headers & Footers
Access Logs
Customer Portal Theme Designer
How to Import and Export Customer Data
How to Import Customer Credit Cards
Adding, Editing, and Deleting Customer Bank Accounts
Searching for Customers

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