How To Flag Notes Against a Customer Profile?

Flag Notes against Customers

Flag notes ensure everyone is on the same page while dealing with customers by ensuring important information pops up when you select the customer. It helps with customer satisfaction by preserving critical interaction history across your team.


Flag Notes against Customers Video Guide:


FAQs:

What is the difference between 'Save' and 'Save & Flag' when adding a note?
  • Save: The note will be stored and can only be viewed when opening the customer’s details.
  • Save & Flag: The note will appear as a pop-up notification whenever the customer is selected on the POS.
How can I add a note for a customer from the Manage Customers section?

To add a note from the Manage Customers section:

  • Go to Manage Customers
  • Locate and select the relevant customer.
  • Scroll down to find the Add Notes option.
  • Enter your note and click Save & Flag to ensure it appears as a pop-up when selecting the customer on POS.
Can I unflag a customer note?

Yes, you can.

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Steps to Unmark a Note as Flagged in POS:
  1. In the POS section, add a customer.
  2. Click on the three dots (⋮) next to the customer's details.
  3. Select Notes from the dropdown menu.
  4. Locate the flagged note and click on the flag icon to unmark it.

Steps to Unmark a Note as Flagged in Manage Customers:

  1. Go to Manage Customers.
  2. Scroll down to find the 'Add Notes' section.
  3. Locate the previously flagged note.
  4. Click on the flag icon to unmark it.

Can I flag notes for services?
    Yes, you can.
    1. Click on the Inventory dropdown in the header.
    2. Select Repairs under the Manage Services dropdown.
    3. Choose to add a flag note to an existing service or a new service.
    4. Enter important details in the Flag Note field.
    5. Click Save to confirm.
    6. You can also add flag notes while editing the repair service on POS.

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