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