How do I manage customer notes on Android?

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 Android app:

  • Log in to the Onsight app.
  • If you’re using an Android phone, tap on the hamburger menu at the top and select ‘Customers’ from the list. If you’re using an Android tablet, tap on the ‘Customers’ icon at the top of the page.
    There are two ways to add a customer note on Android: when adding a new customer and when editing an existing customer.
  • To add a customer note when adding a new customer, tap on the ‘Create Customer’ button. Fill in all of the customer’s details in the fields provided. Scroll down to the ‘Notes’ area and type your message in the blank field provided. When done, tap on ‘Save’ at the bottom of the page to save both the customer profile and the note.
  • To add a customer note when editing an existing customer, select an existing customer from the icons provided. Scroll down to the ‘Notes’ area and type your message in the blank field provided. When done, tap on ‘Save’ at the bottom of the page to save the customer note.
  • To update a customer note, scroll to the ‘Notes’ area while editing a customer’s profile. Tap in the text area and edit the customer note using the on-screen keyboard. When done, tap the ‘Save’ button at the bottom of the page.
  • To delete a customer note, scroll to the ‘Notes’ area while editing a customer’s profile. Double tap on the existing text and tap on ‘Select All’. Then tap on the ‘Backspace’ button on your on-screen keyboard to delete all of the text. When done, tap the ‘Save’ button at the bottom of the page.

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