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 left-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.
Yes to confirm you want to delete the note.