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Customer Notes Revamp
WHAT IT IS

The Customer Notes tab contains space for general information about the customer, such as upcoming events and preferences. Recently, the Customer Notes section on the customer records has been revamped beginning with Edge version 22.2.

WHAT IT DOES/WHAT’S CHANGED IN THE NEW VERSION

  • Each newly added note appears as a separate color-coded bubble as opposed to the list format from previous versions.
  • Notes can be categorized, prioritized, and color-coded.
  • Customer notes and pop-ups now both live within the Notes tab.
  • Notes now allow image attachments.
NOTE: Existing notes will be converted as ONE note when updated. If desired, you may edit the existing note to manually separate any important notes you wish to follow the newly revamped format.
NOTE: We are NOT able to convert images embedded in your notes. These will be removed during the upgrade process.

HOW IT WORKS

To add a new note category:
  1. Navigate to Administrative → Advanced Settings > Notes Categories. The Customer Notes Categories window will appear.
  2. Click Add and enter a Name for your category in the box.
  3. Click the Color drop-down arrow and select a theme color to determine how your note will appear when added as part of this category. New notes added as part of a note category will appear within a bubble filled with the selected color.
  4. Click Save to create your category.
To edit or delete an existing note category:
  1. Navigate again to Administrative > Advanced Settings > Notes Categories. The Customer Notes Categories window will appear.
  2. Highlight the note you wish to change and click either the Edit or Delete button.
  1. Edit: Make any desired changes and click Save. Alternatively, you may click Cancel and select a different note.
  2. Delete: A pop-up will ask you to confirm that you are sure you wish to delete your category. Select Yes or No.

EXPAND YOUR EDGE EDUCATION

There’s even more to this revamp! Visit EdgeUser.com and search Customer Notes Revamp to learn how to add a new note, work with a note, view a tip sheet, or watch a tutorial. Continue to empower your business by watching webinars and reading articles from The Edge Knowledgebase, and through discussions with fellow Edge users.

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