How can I add notes for a customer?

In order to add notes for a customer you need to follow the following steps:

 

  1. Navigate to Customer module on dashboard.

     

  2. This will take you to the customer listing module. You can click on the Customer name and this will take you to the customer information.

     

  3. Choose Notes to add. Write the desired notes in the space provided and click on save button.

     

 

Here you go!!