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How can I add additional remark categories to a customer?
How can I add additional remark categories to a customer?
Sara Meert avatar
Written by Sara Meert
Updated over a week ago

If you want to write extra notes and subdivide these notes into different folders or categories, you can easily do so:

1. Settings

2. Customers

3. Categories

4. Create

5. Enter the name of the folder or category you wish to create (eg technique)

6. Press "Save".

When you now look up a customer via the customer file, you will notice that the folders or categories that you have created appear with each customer (eg technology). Now when you click on one of the folders or categories, you can add notes in that folder. To do this, press "Create" and enter the desired text.


Note that there is an option to upload a photo with every comment or note you make. In addition, you can also set whether the notes should be visible on the cash register (during checkout) and / or on the calender (at the customer's appointment).

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