Who is this article for?

Users responsible for managing customer accounts.

Customer Note Edit or Customer Note Delete permissions are required.

Notes are useful ways to store information relating to the customer record. This could be information such as opening hours, notes relating to process or any other piece of information useful in your interactions.

This article outlines how to create and manage notes on a customer record.

1. Adding a note

To add a note:

1. Open the Customer module.
2. Open a customer record.
3. Expand the Properties section.
4. Click Add note.

5. Enter your note information.
6. Click OK.

7. Click Save.

2. Editing a note

1. Open the Customer module.
2. Open a customer record.
3. Expand the Properties section.
4. Right click on a note and select either View/Edit Notes or Edit Note...

5. Update the note information.

6. Click OK, then click Save.

3. Deleting a note

1. Open the Customer module.
2. Open a customer record.
3. Expand the Properties section.
4. Right click on a note and then click Delete Note.

5. Click Save.

Deleted a note by accident? The note will only be confirmed as deleted when you click Save on the customer record. If you have accidentally deleted the note then simply close the record and do not save the changes.