1. Under Knowledge Base
  2. Customers
  3. Customer Record - Data & Docs

How can I add notes to a customer record?

Discover how to include internal notes in a customer record for effective customer tracking.

To add notes to a customer record, follow these steps:
  1. Go to the Customers homepage, then select the customer where you would like add notes.
  2. In the customer record, ensure that you have selected the Data & Docs tab.
  3. Scroll below the Customer Details panel, then open the Notes panel.
  4. 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: