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Customer Notes Report

The Customer Notes report contains any personal or transactional-related information about your customers, such as hobbies, birthdays, or product preferences.  There is also a keyword search box to help you search your customer notes by a keyword.

To run this report:

  1. Select RESULTS > REPORTS > Customer Notes.

  2. Select your date range.

  3. Optional:  Enter a keyword.

  4. Select User-added image.

This report shows you:

  • Customer details, including name, email address, and phone number

  • The date the note was created or last edited

  • The content of the customer note

User-added image

Customer Support Article

Customer Notes Report

  • October 30, 2013
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Summary

Customer Notes Report

Description

Customer Notes Report

The Customer Notes report contains any personal or transactional-related information about your customers, such as hobbies, birthdays, or product preferences.  There is also a keyword search box to help you search your customer notes by a keyword.

To run this report:

  1. Select RESULTS > REPORTS > Customer Notes.

  2. Select your date range.

  3. Optional:  Enter a keyword.

  4. Select User-added image.

This report shows you:

  • Customer details, including name, email address, and phone number

  • The date the note was created or last edited

  • The content of the customer note

User-added image

Article Currency

USD