Add Customer Notes

Summary

Add customer notes so your team can keep useful internal context connected to the customer profile.

Before you begin

• Make sure the customer profile already exists
• Confirm your team has a clear internal rule for what can be stored in customer notes
• Only add notes that are operationally useful and appropriate for internal use
• Make sure your account has permission to update customer records

Steps

1. Open Customer Directory.
2. Find and open the customer profile.
3. Go to the notes or internal context area.
4. Add the note you want to store.
5. Review the note for clarity and usefulness.
6. Save the note.
7. Confirm the note is now visible in the customer profile.

Troubleshooting