Click "Customers".

Search for existing customers by name, address or phone number.

Click "Go" or press Enter to generate search results.

Click on the customer's Actions Menu (...).

Select "View Customer"

To add a notation or comment regarding the Customer, click on the "Notes" section.

Once you are in the "Notes" section you can enter any information that you would like to pop-up when making a ticket for the customer.

When you go to make a ticket for that customer the note will say "Show Comment".

By clicking on "Show Comment" it will show the note you created. Then you can select Okay to continue to the ticket.