How to Add a Note to a Customer (Customers)

Notes are dated, internal-only entries on a customer account — call summaries, complaints, gate codes, “dog in backyard”, anything your team should remember. Customers never see them. Notes are added from the customer’s profile page.

Before you start

The customer must already exist — see Create a Customer.
Both fields matter: a note needs a date and a non-empty description.

Steps

Open the customer from Customers (see List Customers).
On the Customer Summary, select the Notes tab (in the Profile group).
Click Add Note. (If the customer has no notes yet, the tab shows an Add Your First Note button instead.)
Fill in the Add Note window:
- Note Date — required. Click the field to pick a date from the calendar (MM/DD/YYYY). This is the date the note is about, so you can back-date or future-date it.
- Description — the note text. It can’t be empty; if you try to save a blank note you’ll get “Please fill out the Description field.”
Click Save Note. (Cancel closes the window without saving.)

What happens next

The window closes and the Customer Summary reloads with a green “Success! Note created successfully!” banner. The note appears in the Notes tab’s list showing its date and text, with edit and delete buttons alongside (see Manage Notes).

Tips & best practices

Pick the date deliberately — it can’t be changed later when editing the note, only the text can. If the date is wrong, delete the note and re-add it.
Log every meaningful customer interaction (complaints, promises, schedule changes). The Notes tab becomes your account history when a dispute comes up months later.
Keep one topic per note rather than one giant running note — dated entries are much easier to scan.

Troubleshooting

“Please fill out the Description field.” — the note text is empty; type something before saving.
The date field won’t accept typing — use the calendar picker that opens when you click the field.
“Customer not found.” — the customer couldn’t be matched when saving; you’re returned to the customer list. Reopen the customer and try again.
“An error occurred while creating the note.” — the save didn’t complete; try again, and contact support if it persists.

Manage Notes — edit or delete an existing note
Customer Summary (Profile Page) — where the Notes tab lives
Create a Customer — the account notes attach to