Edit customer notes from the front end
I would love to see the ability to edit customer notes from the Frontend. Once a note popup is no longer valid I have to write down the customer phone number, go into the Backend, search the customer, open notes, uncheck the popup box, save, and then go back to the customer in the Frontend.
It would be so very nice if an employee with proper security clearance could disable the popup or edit the note by just clicking an edit button in the customer account on the front end. Pretty please?
Darren Fox
shared this idea
Hi Darren,
Good news, we’ve revamped the customer module in our 8.1 version (now in beta) and this does allow the ability to edit the notes from the frontend (in fact, all customer management is done in the same place).
We’ll be sure to reach out to you when the timing of this beta release is right for your location!
Thanks,
Duessa & Thrive product team