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.<\/p>\n
Customer notes only appear on the customer\u2019s profile and not on orders or quotes. Customers are therefore not able to see these notes.<\/p>\n
\nRelated articles:<\/b> 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…<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1628"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=1628"}],"version-history":[{"count":9,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1628\/revisions"}],"predecessor-version":[{"id":4105,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1628\/revisions\/4105"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=1628"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=1628"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=1628"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nHow do I manage customer notes in the web console?<\/a>
\nHow do I allow my sales reps to edit customer notes?<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"