Add a Comment to Customer Account

Using Back Office you can track notes against your customer account for interactions, for example if you've discussed their account on their phone. 

1. Navigate to CRM > Customers 
2. Use the filters to search for a customer
3. On the search results tab click the Contact icon in the Function column (the head icon)
   
4. The Contact Details page will be displayed, with details populated from the Customer account
5. Enter the details as per below (some fields are self-explanatory and not included below)
6. Click Save Changes
7. Select your name from the Person ID field (the person entering the comments)
8. Select the Outlet 
9. Enter notes in the Contact Details section

Field	Description
Contact ID	A unique reference for the comments; this will be automatically updated once the Contact Details are saved
Commencement Date	The date of the notes
Order ID	If the comments are related to an Order
Person ID	The first box is used to filter the second box by: All Users Active Users only Inactive Users The second box contains individual user accounts, select the employee name of the person entering the comments.
Outlet	The outlet where the notes were entered
Contact Details	Enter comments into this field. To resize the field to make it easier to view comments, click the striped lines in the bottom right-hand corner and drag it downwards
Contact Method	How the customer interaction occurred: In-Store Phone Web
Next Contact Date	If the customer requires follow up action select the date of the next contact by clicking on the entity (Day/Month/Year) and selecting a value.