Customer Profile
Notes
Record observations and context on customer profiles.
Notes let you record important information about a customer that doesn't fit into structured fields — observations, preferences, warnings, or context for your team.
Quick Overview: Add notes to capture important customer information. Notes are visible to your team and create a shared knowledge base about each customer.
Adding Notes
- Open the customer profile
- Navigate to the notes section
- Click Add Note
- Enter your note text
- Click Save
Notes are timestamped with your name, so the team knows who added them and when.
Mentions and Subscriptions
- Type @ followed by a name to mention a colleague — they'll receive a notification
- Click the bell icon to subscribe to a customer's notes and get notified of new additions
Branch Notes
When viewing a branch, notes can be specific to that location:
- Main customer notes — Information about the overall relationship
- Branch notes — Location-specific details