Adding Notes

The Recent Notes section of the Customer Summary page shows you the recent notes you added for this particular customer. These notes are strictly internal, and provide only the administrator with additional information.

To add a new note:

1. Go to the Customer Summary page accessed at Business Operations > Customers and click a customer's full name.
2. Click the Read/Add Notes link of the Recent Notes section.
3. Add any information in the Note text box.
4. Add Note.