Overview
Automatically display account notes when you create an order directly from the account page. This means you’ll have immediate access to important customer information, right when you create the order.
How It Works
Navigate to the Account Page
Go to the customer’s account page from the main menu or search bar.
Go to‘Order’
Use the Plus icon to create an Order.
View Account Notes
As soon as the order screen opens, any existing account notes will be displayed automatically at the top or in a dedicated section.
These notes may include: