Adding Customer Notes in SCIS

This topic applies to

Applies to

SuiteCommerce InStore

You can add a note to a customer profile in SuiteCommerce InStore (SCIS). For example, you may want to add a note about the customer's product preferences. The notes you add to customer profiles are also attached to the customer record in the system and are available for administrators to view.

To add a note to a customer profile:

  1. Touch or click View Notes in the customer profile. A screen pops up where you can select a preset note.

  2. Select a note type.

  3. Add more information if needed.

  4. Click Save.

After you have added a note to the customer profile, a red circle appears on the note icon. If you see this, then you know that a note has already been entered for that customer. You can click on the icon to view or edit the note. You can also add another note.