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.
The number of notes that have been entered for the customer appears in parentheses in the Notes heading.
To enter a note for a customer:
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.
Enter the text of the note on the Notes screen.
Tap Done to save the note.
Repeat these steps for each note you want to record for the customer.
To edit a customer note:
Tap Edit note.
Modify the note text and tap Done to save your changes.
To delete a customer note:
Tap and hold the note to display the Customer note pop-up.
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