Defining SCIS Customer Notes

This topic applies to

Applies to

SuiteCommerce InStore

Administrators can use the SCIS Customer Note Types custom record to define notes for types of information associated with a customer. This custom record is installed with SuiteCommerce InStore (SCIS).

After an administrator has defined customer notes, sales associates can add them to the customer profile in SCIS. For example, you may want to track the customer’s item preferences or frequent purchases.

To define SCIS Customer Note Types:

  1. Go to Customization > Lists, Records, & Fields > Record Types.

  2. Find SCIS Customer Notes Types, and then click List. By default, there is a custom note in the list. Sales Associates can enter any text into the note in SCIS.

  3. To create a new note type, click New SCIS Customer Note Types.

  4. Enter a Name for the customer note type. The name is displayed in SCIS. The sales associate can select this note type, and then enter additional information.

  5. You can choose particular Locations, Websites, and Subsidiaries, or make the note available to all of them.

  6. Click Save.

In SCIS, sales associates can add notes to customer profiles and view existing notes. The notes are also saved in the system on the customer record on the Communication subtab, under User Notes.