Customer Notes
How to Add, Update, or Delete Notes for a Customer:
Step 1: You can Add/Update/Delete Notes for a customer by logging into your ServiCase carrier account.
Step 2: Click on the
Customers icon in the left navigation menu.
Step 3: Click on the
Edit icon for the customer you want to enter or update Notes for.
Step 4: Click
Add Note (+) to add a new Note which will appear when that customer is selected in a case. Add the required details and click on save. By selecting Private Note, this note will only appear within your company and not be printed within the case or shown through the public case link.
Step 6: You can also Edit an existing note or remove the note entirely by clicking on the Close icon.
