Click on "Customers".
Search for existing customers by name, address or phone number.
Click "Go" or press Enter to view search results.
Click on the customer's Actions Menu (...).
Select "View Customer".
Click on the "Notes" section.
Enter notes in the "Comments" box.
To mark the comment as important, click "Yes".
Please Note: Users will have the option to view important comments each time the customer is notated on a ticket or appointment and that ticket or appointment is opened.
Click "Save" to finish.
