Back Office Customer Notes Report

Solution: Essentials | Retail | Restaurant

The Customer Notes report contains any personal or transactional-related information about your customers, such as hobbies, birthdays, or product preferences. There is also a keyword search box to help you search your customer notes by a keyword.

This report shows you:

• Customer note details, including name, email address, and phone number.
• The date the note was created or last edited.
• The content of the customer note.