Back Office Customer Notes

Solution: Essentials Light | Essentials | Retail | Restaurant

You can record detailed notes related to a customer, such as special shipping instructions, a birthday, or another important date reminder to build a stronger relationship with your customers. Customer notes can be viewed and managed in both the Back Office and in the Point of Sale app. Additionally, a Customer Notes report is available. 

To view and manage customer notes in Back Office

1. In the Back Office, select the Customers tab to view the list of your customers.
2. Select the Customers subtab. 
3. Select a customer to open the Customer Detail screen.
4. Click the Notes link or the Customer Notes tab to view the notes for the selected customer. If there are multiple notes, the most recent note is at the bottom of the list.
   

   Add a note

   1. Click the Add Note button.
   2. Enter your comment about the customer in the Customer Note field.
   3. Click Save Changes to save the new note.

   Edit a note

   1. Click on the note and edit the information.
   2. Click Save Changes.

   Delete a note

   1. Click the Add Note button.
   2. Enter your comment about the customer in the Customer Note field.
   3. Click Save Changes to save the new note.