Adding a customer note to a customer’s profile can help you and your sales team keep track of a customer’s order/quote preferences, your previous and upcoming meetings with them, follow-ups, or any other information that you think is important.

Customer notes only appear on the customer’s profile and not on orders or quotes. Customers are therefore not able to see these notes.

Here’s how you manage customer notes in the Windows app:

• Log in to the Onsight app.
• Swipe down to reveal the top navigation bar and tap on the ‘Customers’ icon.
• There are two ways to add a customer note on the Windows app: when adding a new customer and when editing an existing customer.
• To add a customer note when adding a new customer, swipe up to reveal the bottom navigation bar and tap on the ‘Add’ icon to add a new customer. Fill in all of the customer’s details in the fields provided. Scroll to the ‘Notes’ field and type your customer note in the blank text area provided. When done, swipe up to reveal the navigation bar and tap on the ‘Save’ button.
• To add a customer note when editing an existing customer, tap on an existing customer’s icon. Swipe up to reveal the bottom navigation bar and tap on the ‘Edit’ icon. Scroll to the ‘Notes’ field and edit the customer note in the text area provided. When done, swipe up to reveal the navigation bar and tap on the ‘Save’ button.
• To update a customer note, select an existing customer’s icon. Swipe up to reveal the bottom navigation bar and tap on ‘Edit’. Scroll to the ‘Notes’ area, tap in text area and edit the customer note using the on-screen keyboard. When done, swipe up to reveal the bottom navigation bar and tap the ‘Save’ button.
• To delete a customer note, select an existing customer’s icon. Swipe up to reveal the bottom navigation bar and tap on ‘Edit’. Scroll to the ‘Notes’ area and select all of the text. Use the ‘Backspace’ key on the on-screen keyboard to remove the text. When done, swipe up to reveal the bottom navigation bar and tap the ‘Save’ button.

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How do I allow my sales reps to edit customer notes?