Adding notes and tags to a customer
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 > Scroll to Tags section > Add a tag and click on Add
Remove the tag by clicking the ‘X’ at the selected tag.
