Create or Import Customer Account Notes

The Notes section in Customer Accounts allows you to record details, such as relevant conversations, customer requests, or other information related to the Customer Account.

Preconditions:

1. Customer Accounts must exist.
2. Customer Notes must be enabled in Menu > Setup > General Settings.

Steps:

1. Navigate to Menu > Customer Accounts.
2. Navigate to the Notes section.
3. Click + Add to create a note.

4. Either add the note directly in the popup or attach a file to the Customer Account.

5. Save when finished.

Import Notes

Use the Import feature to add Customer Notes from an external file. 

Steps:

1. Navigate to Menu > Customer Accounts.
2. Navigate to the Notes section.
3. Click Import to import a Notes file.

4. Select the Import file and click Import.