No matter how many customers you have, it's always useful to have an overview of your agreements with each one. In this article, we will show you how to create and access customer notes for orders, invoices and offers in Rackbeat.
Then you will be happy to know that we've made it easier for you to keep track of them. You can now create notes on your customers that can be accessed when making or editing an offer, order or invoice.
1. Hover Your Mouse Over "Sales" and Click on "Customers"
2. Find the Customer for Whom You Want to Create a Note (In this example, we click on test)
We made a "test user" for this guide:
3. Then, Click on "Notes:"
4. Now You Can Write Your Note
Here, you write the specific note that will be attached to your customer:
5. Finally, Click "Save"
When you are done, remember to click "Save:"
We'll go through this below 👇
You start by clicking "Create New" in your order overview. (The same procedure applies to invoices and offers):
2. Now, Select the Customer
Here, you pick the customer that the order should be created for:
3. Create the Order
Click on "Create and Edit" to access the note:
4. Then, Click on "Customer has X note"
On the right side of your screen, you will be able to see that this customer has one or more notes that you can review. When you click on this text, "Customer has 1 note!", a popup window will appear showing the notes that have been added for the customer:
5. Click on the Note in the Popup Window
If there are multiple notes, you need to click on the specific note in the popup window to access it: