How to Add Notes to Customer Profile?
RepairDesk now allows their admin and super admin users to edit and delete notes for their customers, providing more flexibility in record-keeping and ensuring accurate and up-to-date information.
Edit Customer Notes:
Navigate to the customer’s profile and click on the Add Notes tab in admin history section.Click the Edit icon next to the note you want to modify.
.png "Image: https://d1ivv9tj0dbuhh.cloudfront.net/uservoice-assets/Untitled (15).png")
The selected note will open in an editable form.
.png "Image: https://d1ivv9tj0dbuhh.cloudfront.net/uservoice-assets/Untitled (16).png")
Make the necessary changes. When you press enter, the text should be formatted with a line break.
Click the save button to update the note.
Delete Customer Notes:
Click the Delete icon next to the note you want to remove..png "Image: https://d1ivv9tj0dbuhh.cloudfront.net/uservoice-assets/Untitled (17).png")
A confirmation prompt will appear.
After confirming the deletion, the note will be removed.