How to Add Notes against Customers?

Almost every customer has a set of preferences or key information about them and noting them down or missing the details can make all the difference.

Sometimes you may also want to attach relevant documents or attachments.  

To record and track these useful tid-bits of information about your customers, we have been working on our Add Notes feature so that you can strengthen the bond between you and your customer.

With our latest Add Notes functionality you can:

- Add notes against a customer. Now you can create notes against any customer in your customer records. Open customer record and enter details about the customer, there preferences, information about payments and more.

- Send Email or SMS. Add a personalized touch while keeping in touch with your customers. With our add notes functionality, you can directly send and email or text message to your customer.

- Upload Files. Perhaps you want to add some files or documents regarding a certain customer? No worries! With Add Notes functionality you can attach any file (Document or Image) to a customer record and view it later.

- Notes History. You can track notes via history log. Get to know who created a note against for a customer along with date and time. 



How to Add Notes against Customers?

You can add notes against customers in a variety of manner:

A. Add notes or attach files by viewing individual customer record. 
B. Add notes on POS 

A. Adding notes against customer record. 

To create notes against individual customers:

1. Go to Manage Customers section and open a customer record
2. At the bottom of customer record, you will see a section for Add Notes.
 


3. Click on Add Notes tab. Now you can enter any kind of info or detail regarding the customer. Once you're done, click on Save button. The note will be added against the customer. You will also be able to view previous notes under the history log. 



4. Along with notes, you can also send an email or SMS to your customer. If email was already added to customer information, it will be appearing by defualt in the To field. Click on Via field to select the option of an email or SMS. If you select SMS, instead of email address, customer's contact number will appear in To field. Under Subject field, enter the subject line of your email. 

Under Email Content heading you can add text body of email. Once you're done, click on Send Email (if you are sending email to customer) or Send SMS (if you are sending a text message) depedning upon your selection of communciation channel. 



5. If you want to attach a document, image or any other form ot attachment regarding customer, go to Upload Files tab. In this sub-section you can drag and drop the file which you want to upload or Choose File from your system. 

Once a file is uploaded, you will be able to see all previous uploaded files under Upload History log as shown in the screenshot. 

To remove a file, click on Delete icon. To download a copy to your system, click on Downlaod icon. 


B. Add Notes on POS

To add notes against cutomers on POS:

1. Open the POS screen. 
2. Enter customer name in the search bar or add a new customer
3. Once a customer is selected, you will see a new button titled: Notes.




4. Click on Notes button. A pop up screen will open showing you the Add notes screen. From here you can write notes, send email/ SMS or upload files pertaining to the selected customer. Once done, click on Save to preserve these changes. 




 How can i flag customer notes?
You flag a note of specific customer. Flag note pop up will appear on RD every time a customer account is opened or used to create a ticket.   


Following are the simple steps through which we can add flag notes:

 

  1. Go to Manage Customers section and open a customer record.
2. At the bottom of customer record, you will see a section for Add Notes.
  
  


3. Click on Add Notes tab. Now you can enter any kind of info or detail regarding the customer. Once you're done, click on save button. After pressing save flag button appears, press flag and this note will appear on carrying out every transaction. The note will be added against the customer. You will also be able to view previous notes under the history log.
   

4.At the time of Carrying Transaction , when we select a customer ,pop up appears with flag note.


 

 

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