Customers

Customer notes

Notes are for your team. Customers never see them. Each note keeps who wrote it and when, newest first.

For something that never changes, like a gate code, use the customer's own Notes field instead, in Add and edit customers.

  1. Open the customer and click the Notes tab.
  2. Type the note and click Add Note.

A customer's Notes tab

To delete a note, click the bin icon next to it.