Customers > Notes tab

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

Use the Notes tab to record notes about this customer. This would be a useful way to track correspondence with this customer or to list customer preferences or to list other information about the customer.

Choose Setup > Customers and then click then Notes tab.

Was this article helpful?

Thank you for the feedback!