Keep internal context and supporting documents together on the customer record.
Add a customer note
Open Contacts and select the customer.
Stay on the Overview tab.
Enter the note in Notes.
Choose whether Copy to order should be enabled for the note.
Select Add note.
The note appears in the customer history with its author and time. Notes can contain up to 1,000 characters.
Manage customer notes
Select the eye icon to change whether a note is visible to crew users.
Select the edit icon to change the note text, then select Save.
Select the delete icon when the note should be removed.
Customer notes are internal. Use customer conversations when the customer should receive or reply to a message.
Upload customer files
Select the Attachments tab on the customer.
Drag one or more files into the upload area, or select Browse Files.
Choose the files from your device when using the file browser.
Wait for the upload to finish.
Each file can be up to 25 MB. The attachment list shows the file name, source, uploader, and upload date.
Download or delete a file
Open the Attachments tab.
Select the download icon to save a copy of a file.
Select the delete icon when the file should be removed from the customer.