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Customer Notes
In Teesom you have the option of adding “Pop” up notes for a Customer you have on an Order.
For example if you have a Customer that has a Special Order and you need a way of letting everyone on your Team know you can add it as a pop up note.
These Popup Notes will not appear for the Customer only the Teesom User will be able to see them
Add A Pop Up Customer Note
You can add a Pop up Customer Note to the Order by:
- Clicking on the “Chatbox” Icon next to the Customer Name:
From there you will then:
- Enter the Note
- Toggle wether or not it will pop up on the User’s first Order viewing of the Day by checking the box.
- Click “Save” to add it
After the Customer Note has been added the “White Chatbox” icon will now be Red. The “Red Chatbox” indicating that there is a Customer Note.
