Adding notes and tags to a customer

In this article, you will learn:

How to add and edit a note

During the process of finalising the order, the customer may add a note. You can see them when you go to Customers > select a customer > Notes.

You can also add a note yourself or edit an existing one.

To add or edit notes, just start typing and click on Save. Remember not to overwrite any important information the customer has given you.

How to add and remove customer tags

You can add tags to each customer. Go to Customer > select a customer > scroll to the Tags section > add a tag and click on Add.

Remove a tag by clicking the ‘X’.

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