How do I add a private note to a customer?

You can add private notes from a customer’s Notes tab. These notes are visible only to you.

1. Open the customer view screen
2. Select Notes tab
3. Select Private Notes tab
4. Add your note

Notes are categorized by where they are created and date stamped.

To edit or delete a note later, select it and choose the appropriate action. All saved customer notes are shown together in this tab. Notes on an estimate, job, or invoice are specific to that item.