Adding a note to a customer

Below the customer details is the Notes card. Type your text in Add a note and click Create note.

How to do it

1. Open the customer.
2. At the bottom of the Notes card, type your text in Add a note.
3. Click the send icon (Create note).

Good to know

• Each note shows the author (initials and name), how long ago it was added, and the text.
• The portal also adds notes itself, with the author System, for example when a settlement was created or failed.
• The number of notes is shown after the heading; use the arrow to collapse or expand the card.
• If there are no notes, you see "No notes created yet."

See also

• Reading the customer page
• Task types (task type "Note")