Managing Your Customers

Customer Notes

Customer notes let you record internal information against a customer`s profile - preferences, past issues, or anything worth remembering next time they order - separate from notes on an individual order.

Where to add one

Go to Dashboard > Customers, open the customer`s profile, and add your note.

Who can see them

Customer notes are internal only and are never visible to the customer themselves. They are visible to anyone with dashboard access to that customer`s profile.

Notes vs order notes

Customer notes follow the person across every order they place, while Order notes are specific to one single order. Use customer notes for anything that should be remembered long-term about that customer.

Added: 2025-09-30  •  Last updated: 2026-07-04
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