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.