In this article you will learn:
How to add an edit a note
During the process of finalizing the order, the customer may add a note. You can see them when you go to ‘Customers’> Select a customer > Notes
You can also add a note yourself or edit an existing one.
To add or edit notes just start typing. The note is automatically saved. Remember not to overwrite any important information the customer has given you.
How to add and remove customer tags
You can add tags to each customer. Go to ‘Customer’ > Select a customer > click on ‘Edit’ > Scroll to Tags section > Add a tag and click on ‘Save changes;.
Remove the tag by clicking the ‘X’ at the selected tag.