Customer Notes in the POS App

The POS app allows you to create and view comments, reminders, or other notes for your customers.

When you look up a customer, if no notes have been entered, the Add new note  button appears in the Notes section of the customer record, allowing you to create a new note.

If one or more notes have been entered (either from the POS app or from the Back Office), the most recent note appears in the Notes section of the customer record, along with the View all notes button, which allows you to review all of the notes that are on file for the customer.

Adding a Customer Note

To enter a note for a customer:

1. If no notes have been recorded for the customer, tap Add new note  in the Notes section of the customer record.  If one or more notes have been recorded for the customer, tap View all notes, and then tap Add new note.

2. Enter the text of the note on the Notes screen.

3. Tap Done to save the note.

Editing a Customer Note

To edit a customer note:

1. Tap and hold the note to display the Customer note pop-up.

2. Tap Edit note.

3. Modify the note text and tap Done to save your changes.

Deleting a Customer Note

To delete a customer note:

1. Tap and hold the note to display the Customer note pop-up.

2. Tap Delete note.

3. Tap Done.

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