Add a private customer note or nickname
Save useful customer context for your team.
What to do
- Open the customer’s profile from Customers.
- Open More customer actions.
- Choose Add a note or Edit note, enter the information and save it. Customers do not see this note.
- Choose Add a nickname or Edit nickname if a short familiar name will help your team identify the customer.
- Save the nickname and check the updated profile.
What happens next
The private note is available to your team, and the nickname can appear beside the customer’s name on orders and prep lists.
Good to know
Use an order message for information the customer needs to receive. A profile note does not send them an email.