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Leaving notes on customer's file

Notes can be recorded in each customer's file. To leave a note please follow the steps below.


1) Select the Customers tab and find the customer for whom you would like to leave a note.



2) At the bottom of the customer profile, you will find the Notes section. Enter your note in the box provided and click Add Note.



3) The added note will appear at the top of the Notes and remain visible to all users of Helcim Commerce.