Release Notes

How do I add a note to a customer's account that will show up when interacting with their account?

by
Dylan Timberlake
February 19, 2021

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  1. Go to the customer's dashboard, click the Actions drop-down, and click Edit.
  2. Here you can add a note to the Sales Order Note field.
  1. This note will show at the top of the customer's dashboard, at the top of a sales order that is created for the customer, and within the payment tab on a sales order for the customer.
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