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Add notes for a user
Jobin Johny avatar
Written by Jobin Johny
Updated over a week ago

How to add notes for a User.

To add a new note for a user, follow these instructions:

  1. Navigate to the side navigation bar and choose "Users" from customers.

  2. Select the particular user you wish to add a note.

  3. Locate the "Notes" tab and click on it.

  4. Look for the "Note +" button at the top right corner of the window and click on it.

  5. Fill in the fields “Title” and “Notes”, respectively, with title of note in the “Title” field and the Notes or details in “Notes” fields in the New Note window.

  6. Click "Create" to save the new Note.

By completing these steps, you will added a new note for the user.

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