Adding Customer Notes in SCIS

You can add a note to a customer profile in SuiteCommerce InStore (SCIS). For example, you may want to add a note about the customer's product preferences. The notes you add to customer profiles are also attached to the customer record in the system and are available for administrators to view.

To add a note to a customer profile:

  1. Touch or tap View Notes in the customer profile. A screen pops up where you can select a preset note.

    Popup screen for adding a note to a customer profile
  2. Select a note type.

  3. Add more information if needed.

    Customer notes popup
  4. Tap Save.

After you have added a note to the customer profile, a red circle appears on the note icon. If you see this, then you know that a note has already been entered for that customer. You can tap on the icon to view or edit the note. You can also add another note.

Related Topics

Creating a Customer Record in SCIS
Customer Timeline
Customer Statistics

General Notices