Customer notes
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Saving a note - To save a note, write your comments in the specified area and click "Send". The note will also be displayed in the "Previous interractions" block. You can format the text using a selection of standard formatting tools.


The system does not limit the number of notes you can write for each customer.

Deleting a note- To deleted a note, simply find the note you want to delete in the "Previous interactions" block and click on the "trash" icon.

In the general list of customers, you can also filter by notes.

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