Customers
Review customer activity and add a staff note
Add and search internal staff notes about a customer, or review their purchases and credit activity. Notes show who added them and are not shown on the customer storefront profile.
Before you start
- Dashboard → Sales → Customers
- You need permission to view customers. Adding, editing, deactivating, and managing loyalty each require the corresponding permission for your role.
What success looks like
- History shows the activity for your selected dates. A saved staff note appears in Note history and can be found through search.
Quick start
The shortest path through this area.
- 1Open the customer and click Customer History.
- 2History starts with all dates. Set From and To if you need a date range, then choose All Events, Purchases, Credit Gained, or Credit Used. Review the amounts and use the page controls to see more events.
- 3Close the history window and click Customer notes to read or add notes.
- 4Enter your text in New note, click Add note, and check that it appears in Note history.
- 5To find a previous note, enter text or a staff name in Search notes or staff and click Search. Use Clear search to remove the filter, or Newer and Older to move between pages.
- 6If you close the window with an unsaved note, read the Discard this note draft? prompt before continuing. Discarding a draft does not remove notes you already saved.
Troubleshooting
Choose the symptom that matches what you see.
How do I search customer notes?
Open Customers, find the customer, and click Customer notes. Enter words from the note or a staff name in Search notes or staff, then click Search. Use Clear search to remove the filter, or Newer and Older to browse the results. The original note on the customer record is shown separately from Note history.
Will the customer see this note?
Customer notes are internal staff notes in the dashboard. Adding a note does not send a message to the customer or put the note on their storefront profile.
How do I add a note?
Open Customers, find the customer, and click Customer notes. Enter New note, click Add note, and check Note history.
My note has not appeared
Keep a copy of the text and read the error message. Check Note history before trying Add note again so you do not save it twice.
I cannot find an older note
Clear the search or use Older to look through previous pages. The original note on the customer record is shown separately from notes added to Note history.
Continue with a related guide
Still stuck?
Open a support ticket. We’ll include this guide so you only need to explain what happened and where you got stuck.
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