Customer Notes

Use notes to keep track of conversations and set reminders for yourself about your customers.

About Customer Notes
Every customer has a history. Use notes to keep track of conversations and set reminders for yourself to follow up with your customer. Notes can be shar...
Wed, 25 Sep, 2019 at 9:41 AM
Create a Customer or User Note
Navigate to customer list at 'omniCustomers \ Customers'. Navigate to users list at 'omniCustomers \ Users'. Click options drop dow...
Sat, 13 Jul, 2019 at 3:29 PM
Edit Note
Navigate to customer list and open customer to manage notes at 'omniCustomers \ Customers'. You can also find the note directly from global no...
Sat, 13 Jul, 2019 at 3:32 PM
Using Customer Notification and Delay
You can setup when customer is notified with a note using customer notification and delay settings.
Thu, 28 Jan, 2021 at 3:55 PM
Sharing and Sending Notes To Users and Customers
By default customer and user notes are private and will not be shared with users or customers. If you want a message to be sent to a customer or user wi...
Wed, 28 Jul, 2021 at 5:22 PM
Updating Note Message Automatically
If you are using message as a template for a customer note, you can set it to automatically update when message content is updated. Only notes that have...
Mon, 8 Feb, 2021 at 10:21 PM
Using Notes to Manage Tasks
You can use customer notes to manage tasks that are time bound, have reminders, must be completed and can appear on a resource calendar. To setup notes ...
Tue, 29 Jun, 2021 at 5:38 PM
Sending Notes as part of a workflow
By default customer and user notes are set to be send to an email or phone number that is configured in a workflow. For example, for a booking, if resou...
Sun, 1 Aug, 2021 at 6:15 PM