Adding internal notes to customer account

Lauren_McHugh · ‎February 24, 2023

Hi

I would like to make notes on a customer account to show when I've tried to contact them to chase payments or when I've left messages on their voicemail etc without this being visible to the customer (so it doesn't go show on any invoices or statements etc). At the minute, I'm putting these notes within the notes section under "customer & leads" and then in the section titled "notes" - shown below.

Could you please tell me if this is the correct place to make internal notes or should I be putting it in another section?

Many thanks

Lauren

GeorgiaC · ‎February 24, 2023

Hi Lauren, thanks for joining the Community - yes, this is the right place to enter notes. Any comments entered here are for internal use only and will not be visible to the customer on any sales forms. :)

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GeorgiaC · ‎February 24, 2023

Hi Lauren, thanks for joining the Community - yes, this is the right place to enter notes. Any comments entered here are for internal use only and will not be visible to the customer on any sales forms. :)

Lauren_McHugh · ‎February 24, 2023

That is great - thank you very much

ChristineJoieR · ‎February 24, 2023

I'm glad to see that you were able to get the information you need from my colleague. Please know we are still here for you in any navigation you make while using QuickBooks Online.

If you run into any issues, you can also add them to the comment section. I hope we have delighted you day.

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Adding internal notes to customer account