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or
Log in to back office to chat with a representative
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The Customer Notes reports displays all the notes entered about your customers within a selected time period, such as hobbies, birthdays, delivery information, food allergies, or other information. You can also filter the report to search for specific keywords.
- On the Reports menu, select Customer Notes. The system generates a report with all notes.
- In the Report Preview toolbar, type a keyword by which to filter your search results.
- Click
in the Report Preview toolbar to refresh the data. The report appears in the Report Preview screen.
| # | Column | Description |
|---|---|---|
| 1 | Header | Header includes:
|
| 2 | Customer Name | The name of the customer. |
| 3 | Email Address | The email address of the customer. |
| 4 | Phone Number | The phone number of the customer. |
| 5 | Note Date | The date an employee entered the note into the system. |
| 6 | Note Contents | The customer note. |
