How Can I Add Customers a Note?

You can take notes about the users you provide services to, which can help you or other experts in future sessions.

1. Log in to your expert panel. Click on the 'Customers' option from the left menu.
2. On the page that opens, click the three-dot icon next to the customer for whom you want to add a note.
3. Select the 'Notes' option.
   

1. You can enter your note about the customer in the window that opens.
   
2. You can add a title to your note.
   
3. You can choose to save the note as public for others to see or set it private so that only you can view it.
   
4. Click the 'Save' button to save your note.
   
5. Click the 'Close' button to exit the window.
   

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