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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 User-added image button appears in the Notes section of the customer record, allowing you to create a new note.

User-added image

 

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.

User-added image

 

User-added image

The number of notes that have been entered for the customer appears in parentheses in the Notes heading.

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 User-added image 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.

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

  2. Tap Done to save the note.

User-added image

Repeat these steps for each note you want to record for the customer.

Editing a Customer Note

To edit a customer note:

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

User-added image

  1. Tap Edit note.

  2. 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.

 

Keywords: customer notes, add note, delete note, edit note, customer notes on pos

Customer Support Article

Customer Notes in the POS App

  • January 5, 2015
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Summary

This article tells you how to add, edit and delete customer notes in the POS app.

Title

Customer Notes in the POS App

URL Name

Customer-Notes-in-the-POS-App

Summary

This article tells you how to add, edit and delete customer notes in the POS app.

Article Record Type

0120W000001QFNF

Publication Status

Online

Validation Status

Not Validated

Last Modified By

005d0000003IQQZ

Description

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 User-added image button appears in the Notes section of the customer record, allowing you to create a new note.

User-added image

 

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.

User-added image

 

User-added image

The number of notes that have been entered for the customer appears in parentheses in the Notes heading.

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 User-added image 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.

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

  2. Tap Done to save the note.

User-added image

Repeat these steps for each note you want to record for the customer.

Editing a Customer Note

To edit a customer note:

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

User-added image

  1. Tap Edit note.

  2. 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.

 

Keywords: customer notes, add note, delete note, edit note, customer notes on pos