Overview
The Notes feature allows you to add, manage, and organise important information about your customers directly on their profiles. This comprehensive tool helps your team maintain detailed records of customer interactions, set reminders for follow-up actions, and flag critical information that requires attention.
Accessing Notes
You can access the Notes feature from any customer profile in both the POS and Check-ins interfaces. Look for the Notes tab on the customer profile card.
Creating a Note
Basic Note Creation
Navigate to a customer profile
Click the "Add Note" button in the Notes section
Enter your note content using the rich text editor
Add optional tags, priority level, and other attributes
Click "Save" to create the note
Note Types
You can create three types of notes:
Standard Notes: For general information about customers
To-Dos: Action items that need to be completed, which can be assigned to specific operators
Alerts: Critical information that will display prominently on the customer profile
Note Fields
When creating a note, you can include the following information:
Content: The main text of your note, with formatting options
Tags: Custom categories to help organise notes (multiple can be selected)
Priority: Severe, High, Medium, or Low
Flag as Alert: Toggle to mark critical information
Create as To-Do: Toggle to create an actionable item
Assigned Operator: Team member responsible for the note (defaults to creator)
Viewing Notes
Notes are displayed in a chronological timeline, grouped by month and year. Each note card shows:
Priority status indicator
Alert or to-do indicator (if applicable)
Creator information
Creation date and time
Preview of note content
Associated tags
Click View note to go to the customer account and view its full content and available actions.
Managing Notes
Editing Notes
Click View note to go to the customer account
Click the "Edit" button
Make your changes
Click "Save" to update the note
Completing To-Dos
Click View note to go to the customer account
Click "Mark Completed"
The to-do will be visually marked as completed but remain in the history
Deleting Notes
Click View note to go to the customer account
Click "Delete"
Confirm deletion in the dialogue box
Commenting
Anyone admin user who can view notes can also comment on a note.
View any note
Click on comment
Using the rich text editor, add any text comment
Click save to add the comment
Comments can be deleted by clicking on the 🗑️ trash can icon
Filtering and Searching Notes
To find specific notes quickly, you can:
Filter by Type: View all notes, only standard notes, to-dos, or alerts
Filter by Priority: Filter notes by their priority level
Filter by Operator: See notes created by specific team members
Search: Use the search box to find notes containing specific text
Best Practices
Use consistent tagging to make filtering more effective
Reserve alerts for truly critical information to avoid alert fatigue
Assign clear owners for to-dos to ensure accountability
Set appropriate priorities to help your team focus on what matters most
Use the rich text formatting to make complex notes more readable
FAQs
Can I create a note for multiple customers at once?
Can I create a note for multiple customers at once?
Currently, notes must be created individually for each customer profile. However, you can copy and paste note content between profiles if needed.
Who can see the notes I create?
Who can see the notes I create?
All notes are visible to any operator with access to customer profiles. There are no private notes in the current version. Notes are also not visible to customers.
Can I export notes for a customer?
Can I export notes for a customer?
There is no direct export function, but you can copy the content of expanded notes if needed for external use.
Are there limits to how many notes I can create?
Are there limits to how many notes I can create?
There are no practical limits to the number of notes you can create per customer.
Can I add attachments to notes?
Can I add attachments to notes?
Yes you can add file attachments to notes by clicking on the 📎 Files button
Need Help?
If you have any questions or need assistance with the Notes feature, please contact our support team at [email protected] or through the in-app chat support.