Customer notes can be crucial for tracking interactions, preferences, and important information, enabling better-personalized service and more efficient communication.

To access customer notes, select "Notes" from the dropdown menu to the right of the customer's name. On this page, you can review previous notes or create new ones for the customer. When creating a note, you can designate it as either private (visible only to you) or public (visible to all other users). Please note that these notes are solely for internal reference and are not visible to customers.