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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 facilitate search results. 

To run the Customer Notes report: 

  1. Select RESULTS > REPORTS > Customer Notes

  1. Select your date range. 

  1. Optional: Enter a keyword. 

  1. ClickUser-added image

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.