Point of Sale App and Back Office Customer Notes

May 7, 2024

Description

How to view and manage customer notes in either the Point of Sale app or in Back Office

What's in this article?

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 manage customer notes in the Back Office

In the Back Office, select the Customers tab to view the list of your customers.
Select the Customers subtab.
Select a customer to open the Customer Detail screen.
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.
To add a customer 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.
To edit a customer note
1. Click on the note and edit the information.
2. Click Save Changes.
To delete a customer note
1. Select the note and click the Delete Note button on the right side of the screen.
2. Click OK to confirm.

To manage a customer note in the Point of Sale app

From the Point of Sale app slide-out menu ☰, select Customers.
Search for the customer and tap to select.
Tap the Notes tab. The most recent note appears in the Notes section of the customer record, along with the View All Notes button, which allows you to review all of the notes that are on file for the customer.
To add a customer note
1. Add any additional notes.
2. Tap Save.
To edit a customer note
1. Tap the existing note.
2. Modify the note text.
3. Tap Save.
To delete a customer note
1. Tap the existing note.
2. Delete the existing text.
3. Tap the Save button.