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How to Add Notes against Customers?


Almost every customer has a set of preferences or key information about them, and noting these details down or missing them can make all the difference. To record and track useful tidbits of information about your customers, Repairdesk has introduced the Add Notes feature. With this functionality, you can strengthen the bond between you and your customers by:

Adding notes against a customer:

  • Open the customer record in the Manage Customers section.
  • At the bottom of the customer record, locate the "Add Notes" section.
  • Click on the "Add Notes" tab and enter any kind of information or detail regarding the customer.

    • Once you're done, click on the "Save" button to add the note against the customer.
    • Previous notes can be viewed under the history log.

Sending Email or SMS:

  • While viewing the customer's record, you can also send an email or SMS directly to them.
  • If the customer's email was already added to their information, it will appear by default in the "To" field.
  • Click on the "Via" field to select the option of an email or SMS.
  • If you choose SMS, the customer's contact number will appear in the "To" field.
  • Enter the subject line of your email under the "Subject" field and add the text body of the email under the "Email Content" heading.

  • Once you're done, click on "Send Email" (for emails) or "Send SMS" (for text messages) depending on your selected communication channel.

Uploading Files:

  • In case you want to attach files or documents related to a specific customer, Repairdesk allows you to do so.
  • Go to the "Upload Files" tab within the customer's record.
  • Drag and drop the desired file or click on "Choose File" to upload it from your system.
  • All uploaded files can be seen under the "Upload History" log.

  • To remove a file, click on the "Delete" icon. To download a copy to your system, click on the "Download" icon.

Adding Notes on POS

In addition to adding notes in the customer records section, Repairdesk also enables you to add notes against customers on the Point of Sale (POS) screen. Here's how:
  1. Open the POS screen.
  2. Enter the customer's name in the search bar or add a new customer if necessary.
  3. Click on 3 dots icon in from of customer name.
  4. Select "Notes" , and a pop-up screen will appear, allowing you to write notes, send email/SMS, or upload files specific to the selected customer.

5. Click on "Save" to preserve these changes.

How to Flag Customer Notes

You can flag notes for a specific customer using Repairdesk. A flag note popup will appear every time the customer account is opened or used to create a ticket. Follow these steps:
  1. Go to the Manage Customers section and open the customer record.
  2. At the bottom of the customer record, locate the "Add Notes" section.
  3. Click on the "Add Notes" tab and enter any kind of information or detail regarding the customer.
  4. After pressing the "Save" button, a flag button will appear. Press the flag icon, and this note will appear every time a transaction is carried out for that customer.
  5. You can also view previous notes under the history log.
By utilizing the Add Notes feature and flagging important notes, you can enhance your customer service and keep track of crucial information about your customers.

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