- Knowledge Base
- Supplier User Guide
- Customers
-
Local Line 2.0
-
Website Builder
-
Marketing How-Tos
-
Referral Program
-
Markets User Guide
-
Supplier User Guide
-
Food Hub User Guide
-
Food Hub Supplier User Guide
-
A Guide For Buyers
-
New Features & Software Updates
-
Premium Features for 1.0
-
Integrations for 1.0
-
Frequently Asked Questions for 1.0
-
Use Cases / Work Flows for 1.0
Using Notes for Customers
Notes are for keeping you and your team up-to-date on specific customers.
Customer Notes
- Go to the Customers tab and find the customer you wish to leave a note on
- Click the 'View' button
- Click the 'Add Note' button and enter details
- Click the 'Submit' button
See notes anytime you View the customer in the Customers tab. They will also appear in your dashboard Updates Feed (see below).
Note: Customer notes are confidential to your account and cannot be sent to customers.