Adding / editing the personal notes for a customer is easy!


FROM THE WEB APP


Step 1: Go to the 'Client' menu

Step 2: Click on a customer to edit.

Step 3: Click 'Edit'

Step 4: Edit the Notes > Personal Notes

Step 5: Save & Done.


FROM THE MOBILE APP

Step 1: Tap on Menu > Clients > Select a specific customer record.

Step 2: Tap on the 'More' action button at the top of the page.

Step 3: Tap 'Add Personal Notes'

Step 4: Save & Done.

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