To add a note to a customer:

1. Edit the customer and click on the Notes tab.
2. Click the Add button.  The Add Note / Pop-Up window will appear.
   
   Fields and options include:

   Title	Title for this note.  This will default to the current date/time.
   Note	The contents of the note.
   Category	Optionally, choose a category for this note.  See Customer Notes: Setup for details on setting these up.
   Notify	Optionally, select an associate that should be notified of this note.
   Email / Text	If notifying an associate, choose whether to email or text them.
   Emphasize / Pop-Up	Prioritize this as an important note.  Emphasized notes will display on the right side of the notes window instead of the left.  Additionally, they will pop-up in a new window when the customer is selected at POS. Pop-Up Dates: Set a date range to limit how long this note will pop-up at POS or leave blank to let it pop-up until the associate marks it 'Do not show' Account / Individual: Whether this note should pop-up for just the primary customer or also for their spouse/partner.
   Camera Icon	Attach an image or any other file to this note.

3. Enter your note details and click the Save/Close button.