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 the Customer Notes report:
Select RESULTS > REPORTS > Customer Notes.
Select your date range.
Optional: Enter a keyword.
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