Customer Manager provides merchants with a Notes tool, which can be used to add information about a customer to their Customer Information page.
To add or edit a note, you can click on the icon beside a customer record in the Notes column of the customer table.
Add or edit a note directly from the Customer Information page
- On the Customer Information page, locate the Notes section. Click the Edit button.
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- Enter information into the Notes field--up to a maximum of 4000 characters--then click the Save button.
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Notes you've made about a customer will be shown on the Customer Information page.
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Customers are not able to view the notes you make about them. If there is information you wish to communicate to one of your customers, such as an order status update, you must get in touch with the customer or send them an order status update.
