Adding Notes

Usage

In order to add some significant information about a customer account that is not specified at default registering, a user can add a note containing any kind of text data or attach a file to a customer account.

Path

Customers tab – Management

Procedure

Click the customer’s name in the searchable customers list. The customer details view page will open. Click the Add note button. Leave the description of a note in the Summary and Note fields and/or browse a file you want to attach to a customer account in the Attach file field.

To save your changes, click the Submit button.

Next: Assigning Access Levels