Discover how to include internal notes in a customer record for effective customer tracking.To add notes to a customer record, follow these steps:
- Go to the Customers homepage, then select the customer where you would like add notes.
- In the customer record, ensure that you have selected the Data & Docs tab.
- Scroll below the Customer Details panel, then open the Notes panel.
- In the Notes panel, add internal notes for the specific customer record, then click Save.
Notes added in a customer record are completely internal and are never seen by the customer when they are completing an online form.
Here is a short video that provides a clear explanation of the process mentioned above: