Managing Customer Profiles and Notes
Desmond Teh
Last Update 2 maanden geleden
1. Click on Customers on the left panel and I will select a customer.
2. I will click on Profile and you may edit Customer Details, Billing & Shipping address, assign Customer Admins, and check for Purchase Order.
2. I will click on Notes and click + New Note button.
3. You may insert the note description and click 'Save' button.
4. Now you have successfully added a note to customer.