iii. How we add notes in Customer Account

If you want to maintain or add any customer information, notes, or instructions in your customer details, you can add it by clicking on the add notes button given in the action bar. 

Click on the note button, and a new tab will open in front of you.

When you click on the +add note button, it will allow you to maintain and review the notes.

Click on Add Notes. 

• Click on add notes button. 

• Add the title of the notes. e.g., important notes. 

• Mention brief points you want to enter in your customer details. e.g., the bank charges the interest rate to a savings or current account. 

• Then click on the save button.

• Once you save notes, the user can check it by clicking again on this button. 

• Once a user saves notes successfully, the user can review them by clicking again on the Notes option.

• Your newly added notes will be displayed here like in the example given below. 

• You can add or remove more notes by following steps.

• By following steps, a user can maintain notes in a customer account.