Customer Notes Revamp Full Feature Tutorial Video


Full walk through of the newly revamped Customer Notes feature. Explains setting up and using note categories, adding new notes, and working with the customer notes screen.

 

Updated on Tue, 18 Oct 2022 by Angela Chiaravalle

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?