Customer Notes
Notes can be added on the POS side from the Customer View or Edit screen. (Not sure how to get there? Read this article.)
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You'll see the notes in the left side module on the Customer screen. Each note shows when it was added, by whom. If you want to delete a note, use the red X next to it.
IF you need to add a note, click on the + Symbol in the header of the notes section:
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The Add Note screen will appear:
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Type your text. At the bottom, you can click on the "Do not alert on lookup" to change it to "Alert on Lookup"
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Save your changes.
IF you have set the note to Alert, it will appear in a pop-up when the customer is selected.
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Notes can also be managed from Manager Home > Customer. Read This to learn more about managing notes from there.